Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Emerging Market Bond Yields Signal a New Divide
In this episode of The Emerging Markets Podcast, Lucas and Luna dive into the surprising divergence between emerging market bond yields and equities. With the trade-weighted dollar at 119.7 and the yuan stable, they explore why bond markets are telling a different story than stock markets. Using the latest data on EEM, VWO, and country-specific ETFs like EWY and EWT, they examine how investors are pricing risk differently across regions. The conversation highlights the case of Taiwan and South Korea, where tech-driven equity rallies contrast with cautious bond market signals. They also touch…
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