Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why China Tech Stocks Are Diverging in 2026
China tech stocks are moving in wildly different directions this year. While Alibaba and JD.com are down, Baidu and NIO are surging. Lucas and Luna dig into the numbers: Pinduoduo dropped over 10% in a single week, while Baidu gained nearly 6%. What's driving these divergences? They explore China's shifting regulatory landscape, AI ambitions, and the fading "cheap China" narrative. Plus, how the strong dollar and trade tensions are reshaping investor expectations. If you're watching EEM or VWO, this episode explains why the old EM playbook no longer applies.
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The skinny
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