Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How China's Export Surge Is Reshaping Emerging Markets
China's exports rose in June at the fastest pace since 2021, driven by the AI boom and a tariff rush. But the strong dollar and Middle East tensions are pulling emerging markets in opposite directions. Lucas and Luna break down the data from the latest trade balance report, the diverging EM ETF flows, and what it means for countries like South Korea, Brazil, and Vietnam. They also explore how the yuan is quietly becoming a trade finance currency. Plus, a look at why Chinese e-commerce giants like Alibaba and Pinduoduo are outperforming while other EM stocks struggle. This episode offers…
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