Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why Emerging Market Tech Giants Are Outperforming the Indexes
China's internet giants are posting outsized gains while broad emerging market funds drift lower. Lucas and Luna dig into the numbers: Alibaba up five percent in a week, PDD up six and a half, while the EEM is down nearly a percent. They explore what's driving the split — from AI adoption to consumer strength — and what it signals for investors who own the index instead of the individual names. Using August 2026 data, they unpack why the divergence is widening and how to think about the risks and opportunities. A sharp, focused look at the mechanics behind the emerging market tech…
The skinny
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