Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How the Strong Dollar Is Reshaping Emerging Market Debt
In this episode of The Emerging Markets Podcast, Lucas and Luna examine how the persistent strength of the US dollar is reshaping emerging market debt dynamics. With the trade-weighted dollar index hitting 119.3 and many EM currencies under pressure, countries like Egypt, Pakistan, and Kenya face renewed debt service strains. The hosts explore the mechanics of dollar-denominated sovereign debt, the role of IMF programs, and why the 'original sin' of borrowing in a foreign currency still haunts developing economies. They also discuss how this environment creates both risks and…
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