Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Brazil's Market Split Reflects a New Emerging Market Divide
In this episode of The Emerging Markets Podcast, Lucas and Luna dig into a surprising split: while the broad emerging-market complex is up, Brazil's ETF has fallen over 5 percent in five days. They unpack why a commodity superpower like Brazil is lagging behind India and South Korea, and what the trade deficit numbers reveal about capital flows. With the trade-weighted dollar easing and the yuan steady, they explore how currency dynamics and local politics are reshaping investor appetite. If you've wondered why your EM fund feels like a rollercoaster, this episode breaks down the…
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