Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How AI Is Driving a Wedge Between China and Korea
China ETFs are surging 4-6% while South Korea and Taiwan funds are sliding. Lucas and Luna explore why the AI trade is splitting emerging markets. They examine how China's domestic tech adoption and stimulus are powering a rally, while Korea and Taiwan's hardware exporters face a demand pullback as AI hyperscalers cut costs. With the trade deficit widening and the dollar still strong, they discuss what this divergence means for EM investors. Plus, a look at the Aschenbrenner unwind and OpenAI price cuts as signals of a shifting AI landscape.
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The skinny
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