Latest / International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
Why Emerging Market Bonds Are Surging in Mid-2026
Lucas and Luna explore the unexpected rally in emerging market bonds as of June 2026, driven by a weakening US dollar and a search for yield. They break down why the trade-weighted dollar index has slipped to 119.5, how that benefits EM debt, and which countries are attracting the most capital. Specific data points include the recent outperformance of Taiwan (EWT up 5.2% in a week) and South Korea (EWY up 3.9%), while China (FXI down 4.7%) lags. The hosts discuss risks like currency volatility and political instability, and explain why bond investors are piling into markets like India and…
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