Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why Emerging Market Ports Are Becoming Trade Chokepoints
This episode of The Emerging Markets Podcast digs into a quieter force reshaping global trade: the ports of emerging markets. Lucas and Luna explain how ports in places like Indonesia, Vietnam, and Mexico are no longer just gateways but strategic chokepoints, rerouting supply chains and shifting economic power. Using fresh data on exports and trade balances, they show how port investment is outpacing GDP growth in many emerging economies, and what that means for investors. They also touch on the ripple effects for shipping costs, regional competition, and the US dollar's role. If…
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