Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why Emerging Market Stocks Are Diverging in June 2026
In June 2026, emerging market ETFs are showing a stark divergence: China-heavy funds like FXI and KWEB are down sharply, while India's INDA is actually up. Lucas and Luna unpack the forces driving this split—from China's deflationary spiral to India's manufacturing push—and ask whether the EM decoupling is now a permanent structural shift. Specific numbers discussed: FXI down 3.8% in five days, INDA up 1.2%, and the yuan weakening to 6.77 per dollar. No broad EM rally this year; it's a stock-picker's market. The hosts also touch on the SK Hynix surge after Micron…
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