Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How SK Hynix and AI Are Reshaping Emerging Markets
One South Korean chipmaker has surged 250% this year, pulling the entire Korea ETF up 15% in a single week. Lucas and Luna dig into how SK Hynix's trillion-dollar valuation is rippling through emerging markets, from Taiwan semiconductor supply chains to Vietnam's manufacturing ambitions. They discuss the concentration risk of AI-driven EM plays and whether countries like India can replicate Korea's high-tech export model. Plus, a look at what the trade-weighted dollar index at 119.3 means for commodity-dependent EM economies. This episode is grounded in the May 27, 2026 market…
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