Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How the Strong Dollar Is Quietly Reshaping Emerging Market Trade
Episode 18 of The Emerging Markets Podcast dives into a paradox. The US dollar has stayed stubbornly strong through early 2026, trading above 119 on the trade-weighted index. But the conventional wisdom — that a strong dollar crushes emerging markets — is breaking down. Lucas and Luna examine why China's yuan is weakening, how Korea's export machine is surging (EWY up 10.7% in a week), and what the data says about imports and exports in this new regime. They unpack the divergence between commodity exporters and manufacturing powerhouses, and ask whether the old EM playbook still…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.