Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why Taiwan's Market Is Beating Everything in Emerging Markets
Taiwan's stock market has risen over 8 percent in five days while most emerging markets have lagged. Lucas and Luna dig into the forces behind the surge — from chip demand tied to AI to the carry trade unwinding in Japan, and the surprising resilience of the Taiwan dollar. They look at what this means for investors, how the broader emerging market complex is diverging, and whether the rally is built on fundamentals or momentum. With the trade-weighted dollar still elevated and rate cut expectations shifting, the hosts connect the dots between Taiwan's outperformance and the global…
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