Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Emerging Market Stocks Are Decoupling from China
Episode 64 of The Emerging Markets Podcast with Fexingo. Lucas and Luna dig into a striking pattern in June 2026: while Chinese internet stocks like Alibaba, JD.com, and Baidu are down 3-5% in the last five days, Korean stocks (EWY) have surged 11%, Taiwan (EWT) up 7.2%, and Brazil (EWZ) down 3% on its own commodity-driven cycle. They explore the data behind the decoupling thesis—are emerging markets finally breaking free from the 'China beta' that has historically yoked them together? With the yuan weakening to 6.76 per dollar and the trade-weighted dollar index slipping to 119.5…
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