Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
The Trade Deficit Spike Is Splitting Emerging Markets
The US trade deficit surged to $77.6 billion in May, a 42% jump from April. In this episode, Lucas and Luna break down how the widening deficit is creating winners and losers across emerging markets. Mexico, Vietnam and India are seeing export gains, while Korea and Taiwan are getting hammered — the EWY ETF dropped 17% in a single week. They also discuss how the Iran conflict is feeding oil prices, and what the divergence between Chinese consumer stocks (JD up 7%, PDD up 6%) and tech exporters tells us about the next phase of EM investing. Plus, a look at why the Fed's pause and a…
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