Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why Emerging Markets Are Splitting Into AI and Commodity Plays
This episode of The Emerging Markets Podcast examines the widening divergence in emerging market equities as of August 2026. With the EEM up 2.2 percent over five days but China-focused funds like FXI down 4.4 percent, we dig into what's driving the split. Specifically, we look at how Korea's 10.2 percent surge contrasts with China's tech selloff, where Alibaba, JD, and PDD all fell sharply. We discuss the role of the yen's move to 157.5 per dollar and the stable yuan at 6.75, and how these currency dynamics are reshaping export competitiveness. We also explore the trade…
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