Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why Emerging Market Dividends Are Outperforming Growth
Episode 100 of The Emerging Markets Podcast. Lucas and Luna examine a quiet trend: emerging market dividend-paying stocks are beating growth names year to date, even as China tech rallies and currency volatility picks up. They dig into MSCI EM High Dividend Yield index performance, compare it to the broad EM index, and ask whether the shift is cyclical or structural. With the Fed minutes showing rate uncertainty and the trade-weighted dollar easing slightly, they debate whether income strategies finally make sense for EM investors. Specific data from EEM, VWO, and FXI frames the conversation…
The skinny
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