Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How the Strong Dollar Is Splitting Emerging Markets
Episode 99 of The Emerging Markets Podcast. Lucas and Luna unpack how the persistent strength of the US dollar is creating a divergence between emerging markets. With the trade-weighted dollar index hovering near 121 despite a slight dip, countries with dollar-denominated debt are getting crushed while commodity exporters and FX-resilient economies are holding up better. They cite specific data: South Korea's KOSPI-related ETF down over 10 percent in a week, Taiwan's tech-heavy market slipping 6 percent, while Chinese internet stocks via the KWEB ETF gained 4 percent. The hosts…
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