Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How EM ETF Flows Reveal a Diverging Market
Lucas and Luna examine the diverging performance of emerging market ETFs in July 2026. With the iShares MSCI Emerging Markets ETF (EEM) down 3.9% in five days, the Vanguard FTSE Emerging Markets ETF (VWO) off 1.3%, but the iShares China Large-Cap ETF (FXI) up 2.8%, they drill into what's driving the split. They focus on the stunning 10% drop in South Korea's EWY amid a currency crisis, and contrast it with India's INDA holding steady. Using the latest trade balance data showing a widening U.S. deficit, they explore how a stronger dollar and diverging central bank policies are…
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