Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Emerging Market ETFs Are Pricing a Diverging Recovery
Lucas and Luna break down the surprising divergence in emerging market ETFs this week — while China-linked funds like FXI and KWEB are up over 2%, broader funds EEM and VWO are down nearly 2%. They explore what's driving this split: the strong dollar's lingering effect, China's stimulus versus export weakness, and why Mexico's EWW is bucking the trend. Plus, a quick look at how the yuan's slight weakening to 6.78 per dollar is reshaping trade flows. If you've wondered whether emerging markets are a single story anymore, this episode explains why the answer is no…
The skinny
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