Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why Emerging Market Stocks Are Plunging in Early June 2026
On June 6, 2026, emerging market ETFs are in a broad sell-off, with South Korea's EWY down 19% in five days and Brazil's EWZ down 4.7%. Lucas and Luna drill into one specific trigger: the Nasdaq's 4% crash on June 5, which hammered tech-heavy EM markets as traders fled chip stocks. They unpack how the AI capex blowup—Google paying SpaceX $920 million a month for compute—is spooking investors, and why South Korea, the biggest memory chip exporter, is getting crushed. They also tie in the strong dollar backdrop, with the trade-weighted dollar index at 118.9, and ask whether this…
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