EPISODE · Jun 9, 2026 · 10 MIN
Why the Korean Won Rout Is Reshaping Currency Hedging
from Currency Conversations with Fexingo: Dollar, Euro, Yuan, and Foreign Exchange Markets · host Fexingo
Episode 40 of Currency Conversations explores how the crash in the Korean won is forcing institutional investors to rethink currency hedging strategies. With the trade-weighted dollar at 120.1 and emerging market ETFs like EWZ and EWW down over 5% in a week, we drill into one specific case: the iShares MSCI South Korea ETF (EWY), which lost 13.5% in five days. Lucas and Luna break down how unhedged exposure amplified losses, why currency-hedged EM ETFs are seeing record inflows, and what this means for the dollar-yuan dynamic. If you've wondered why a strengthening dollar sometimes crushes your EM holdings even when local stocks are flat, this episode gives you the concrete mechanics. #KoreanWon #CurrencyHedging #EmergingMarkets #EWY #DollarStrength #TradeWeightedDollar #EMETFs #EEM #VWO #FXI #EWZ #INDA #CurrencyRisk #HedgingStrategies #FXMarkets #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
What this episode covers
Episode 40 of Currency Conversations explores how the crash in the Korean won is forcing institutional investors to rethink currency hedging strategies. With the trade-weighted dollar at 120.1 and emerging market ETFs like EWZ and EWW down over 5% in a week, we drill into one specific case: the iShares MSCI South Korea ETF (EWY), which lost 13.5% in five days. Lucas and Luna break down how unhedged exposure amplified losses, why currency-hedged EM ETFs are seeing record inflows, and what this means for the dollar-yuan dynamic. If you've wondered why a strengthening dollar sometimes crushes your EM holdings even when local stocks are flat, this episode gives you the concrete mechanics. #KoreanWon #CurrencyHedging #EmergingMarkets #EWY #DollarStrength #TradeWeightedDollar #EMETFs #EEM #VWO #FXI #EWZ #INDA #CurrencyRisk #HedgingStrategies #FXMarkets #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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Why the Korean Won Rout Is Reshaping Currency Hedging
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