Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why Emerging Markets Are Diverging in 2026
In this episode of The Emerging Markets Podcast, Lucas and Luna explore why emerging market ETFs are delivering wildly different returns in 2026. They use the latest data as of June 2, 2026, highlighting South Korea's 7% weekly gain versus Brazil's 1.4% decline. The hosts discuss the role of AI-driven semiconductor demand, commodity cycles, and currency strength in driving this divergence. They also touch on how Vietnam is emerging as a manufacturing hub, partly benefiting from supply chain shifts away from China. A data-rich conversation for investors and economics enthusiasts…
The skinny
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