Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Indonesia Is Becoming the Next Emerging Markets Manufacturing Hub
Lucas and Luna explore Indonesia's rapid rise as a manufacturing destination, drawing on recent trade data and the country's nickel processing boom. They discuss how Indonesia's value-added export strategy, combined with geopolitical shifts and a stable rupiah, is attracting foreign investment away from China and Vietnam. The episode examines the trade-offs: infrastructure gaps, regulatory hurdles, and environmental costs. Lucas cites the 4.2% five-day gain in the EEM ETF as a backdrop, while noting South Korea's 12.8% rally as a contrast. They also touch on the…
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