Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Taiwan Is Becoming the EM Tech Powerhouse of 2026
In this episode of The Emerging Markets Podcast, Lucas and Luna dive into Taiwan's surprising resilience as a tech manufacturing hub, even as geopolitical tensions with China escalate. With Taiwan Semiconductor Manufacturing Company (TSMC) expanding chip fabrication in Arizona and Japan, and the broader Taiwan stock market (EWY) surging 11% in the past week, the hosts explore what's driving the island's economic decoupling from China. They examine trade data showing Taiwan's exports to the US up 30% year-over-year, while direct China-Taiwan trade slows. Lucas breaks down…
The skinny
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