Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why AI Hardware Exporters Are Losing to AI Adopters in Emerging Markets
This week's market data reveals a stark divide in emerging markets: South Korea's EWY ETF is down nearly 15% in five days, while China's FXI is up over 5% and India's INDA has gained 3.4%. Lucas and Luna explore the root cause—the emerging bifurcation between countries that supply AI hardware and those that deploy AI software. They discuss how the Fed's divided rate decision and the widening US trade deficit are amplifying these divergences, and whether the trend is likely to persist. Specific examples include the plunge in Korean chip stocks versus the rally in…
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