Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Emerging Markets Are Decoupling From the US Dollar
In this episode, Lucas and Luna explore a surprising divergence: while the US dollar index sits near 120, emerging market equities like EEM and VWO are posting solid gains. They break down how countries like India, Taiwan, and Korea are decoupling from the dollar's influence, driven by domestic demand, regional trade, and tech supply chains. The hosts also examine why China's yuan has stayed flat despite global volatility, and what this means for investors looking beyond the usual US-centric lens. With specific references to recent trade data and market moves, this episode offers a…
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