Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Indonesia and Taiwan Are Outperforming Emerging Markets
While China's tech giants stumble and Brazil's market splits, Indonesia and Taiwan are quietly posting some of the strongest gains in emerging markets this week. Lucas and Luna dig into what's driving the divergence — from commodity cycles and supply chain shifts to the rising influence of AI hardware demand. They unpack the numbers behind the EWY and EWT ETFs, the role of government policy in Jakarta and Taipei, and what it means for investors looking beyond the usual emerging market plays. A focused look at two markets rewriting the old playbook.
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The skinny
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