Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Yen Intervention Impacts Emerging Markets
Japan and the US just took joint action to support the yen, and that ripples far beyond Tokyo. On this episode of The Emerging Markets Podcast, Lucas and Luna explore how a stronger yen could reshape emerging market currencies, trade flows, and investment strategies. They break down the mechanics of yen carry trades, why a stronger yen can be a headwind for exporters like South Korea, and what it means for investors holding EM assets. With the dollar index easing and China's yuan steady, the hosts examine whether this intervention marks a turning point for EM allocations. They also look…
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