Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How the SpaceX IPO Is Reshaping Emerging Market Tech Investing
This episode examines how SpaceX's historic IPO, expected to price today at a $1.8 trillion valuation, is creating ripple effects across emerging market technology and space-related stocks. Lucas and Luna analyze the data: EM tech ETFs like KWEB and individual Chinese tech giants BABA, JD, and BIDU have diverged sharply this week, with Chinese stocks down 4-6% while broader EM indexes like EEM and VWO rise. They explore why SpaceX's success as a private US company is drawing capital away from Chinese tech, how India's space program and satellite startups could benefit, and what…
The skinny
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