Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Indonesian Nickel Became the World's Most Important Metal
Indonesia now controls more than half of the global nickel supply, and that is reshaping not just the battery supply chain but the entire emerging market investment thesis. Lucas and Luna break down how a country that barely processed the metal a decade ago became the indispensable link in the electric vehicle boom. They look at the specific policy decisions that pulled it off, the environmental trade-offs, and what it means for investors watching the E-M nickel space. Along the way, they touch on the recent performance of the iShares MSCI Indonesia ETF and why Indonesia's strategy is a…
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