Why the South Korea ETF Surge Is Different This Time

South Korea's ETF (EWY) surged 10.7% in the past week, far outpacing broader emerging markets and even Taiwan. Lucas and Luna unpack what's driving the rally: the won's surprising weakness, a semiconductor cycle that's diverging from China, and a valuation story that looks nothing like the 2021 Korea premium. They also touch on what the Fed's latest inflation data means for EM flows and why this time the surge may have more legs. If this show helps you understand global markets, consider a small coffee at buymeacoffee.com/fexingo. #SouthKoreaETF #EWY #EmergingMarkets #SemiconductorCycle #Won #KoreaPremium #GlobalEconomy #FedPolicy #Inflation #ETFInvesting #MarketDivergence #TechExports #CurrencyRisk #May2026 #InvestingStrategy #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo