Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why Brazil ETFs Are Betting on Agribusiness and Fiscal Reform
Episode 13 of The Emerging Markets Podcast dives into Brazil's surprising resilience. While China ETFs slump and Korea surges, Brazil's EWZ ETF is up 1.3% in the past five days, defying a strong dollar and political noise. Lucas and Luna unpack how agribusiness exports and a stalled but live fiscal reform package are driving investor sentiment. They examine the recent central bank decision to hold rates at 14.25% and what it means for inflation expectations. They also compare Brazil's story to other commodity-driven EMs like Peru and Mexico, asking whether the 'Brazil…
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