Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How EM Middle-Income Nations Are Rewiring Global Trade
With the trade-weighted dollar index holding near 121.4 in late October 2026, middle-income emerging markets are pivoting from pure debt reliance to supply chain integration. Lucas and Luna explore how nations like Vietnam and Mexico are capturing value-added roles that were once reserved for China, shifting global manufacturing dynamics. The conversation dives into specific trade balance shifts, the role of local content rules, and why this structural change matters for investors tracking EEM and VWO. We look at concrete examples of how these economies are building resilient networks rather…
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