Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why Emerging Markets Are Quietly De-dollarizing
The trade-weighted dollar index hit 121.6 in October 2026, pressuring currencies from Brazil to South Korea. But behind the headlines, a structural shift is underway: emerging market central banks are actively reducing their exposure to US Treasury holdings in favor of local currency settlement and diversified reserves. Lucas and Luna explore how nations like India and Turkey are rewiring cross-border payments to bypass dollar dependency, and what this means for global liquidity and investment flows when the next rate cycle turns.
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The skinny
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