Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Emerging Markets Are Hedging Against a $100 Oil Shock
Brent crude has breached $100 a barrel in late July 2026, and for emerging markets the impact is anything but uniform. Lucas and Luna break down which developing economies win and which lose when oil prices spike, using India's widening trade deficit and Indonesia's unexpected subsidy dilemma as the central case studies. They trace how the $100 oil price is reshaping currency reserves, fiscal policy, and bond spreads from Jakarta to New Delhi. This episode drills into the specific numbers: India's trade balance worsening by $23 billion year-on-year, Indonesia's biodiesel…
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