Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why Emerging Market Stocks Are Splitting Into Winners and Losers
On this episode of The Emerging Markets Podcast, Lucas and Luna explore a striking divergence in emerging market equities: Chinese internet giants like Alibaba and JD.com are up sharply while South Korean exporters are sliding. They unpack the drivers—AI adoption, trade flows, and currency moves—and what it means for investors. With a trade-weighted dollar near record highs and the yen under pressure, they discuss why some markets are thriving and others struggling. They also touch on the broader implications of a widening US trade deficit and how it's reshaping emerging market fortunes…
The skinny
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