Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How AI Data Centers Are Reshaping Emerging Market Energy Demand
Lucas and Luna dive into the surprising ripple effects of AI data center power demand on emerging markets. With the dollar easing slightly and trade reports pointing to a shifting global current account, the episode uses China's recent export uptick and the yuan's steadiness as a launching pad to explore which developing economies are positioned to supply the energy and infrastructure that AI is hungry for. The hosts examine why Taiwan's market is down despite its AI credentials, while China's internet giants are rallying on the back of AI-driven earnings optimism. They…
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