Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why Chinese Stocks Are Rallying While Other Emerging Markets Sink
In late July 2026, Chinese stocks are defying the broader emerging market sell-off. The FXI China ETF is up 3.5% over five days, while the broad EEM has dropped 4%. South Korea's EWY plunged over 10%, and Taiwan's EWT fell nearly 8%. Lucas and Luna unpack the key drivers: China's AI optimism and stimulus versus Korea and Taiwan's exposure to a semiconductor cycle downturn, currency divergences, and shifting trade dynamics. They also discuss what this means for investors navigating a fragmented EM landscape. Specific data points include JD.com's 5.1% gain, the…
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