Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Middle Income Nations Are Rewiring Global Trade
The bull market hit its fourth birthday this week, but the real story is happening in the factories and ports of middle-income economies. With the trade-weighted dollar index slipping to one twenty-one point four and imports rising sharply, we are seeing a structural shift in global supply chains. Lucas and Luna break down how countries like Vietnam, Mexico, and India are not just replacing China, but building entirely new industrial ecosystems that bypass traditional Western gatekeepers. We look at the specific logistics plays, the reshoring incentives driving capital expenditure, and why…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.