How Vietnam Is Winning the Emerging Markets Race in 2026

The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment · May 23, 2026 · 7m · transcript

While many emerging markets struggle, Vietnam's manufacturing boom and stable currency are attracting investors. Lucas and Luna dig into the numbers: exports are up 14% year-over-year, foreign direct investment hit $6.3 billion in the first quarter, and the VN-Index is one of the few EM benchmarks up this year. They also discuss whether Vietnam can avoid the pitfalls China faced—rising wages, property bubbles, and trade tensions. Plus, the hosts explain why ETF flows into Vietnam-focused funds have doubled since January. A sharp, specific look at a market that's quietly outpacing…