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Latest / International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations

How Softer Currencies Are Reshaping Commodity Trade

Episode 43 of International Business with Fexingo examines how persistent dollar strength is reshaping commodity trade flows for emerging market exporters. Lucas and Luna discuss the recent 5.5 percent drop in the EEM emerging markets ETF, the yen crossing 160 per dollar, and how countries from Brazil to India are rethinking pricing and hedging strategies. The conversation highlights concrete examples like Indian tea exporters shifting to yuan-denominated contracts and Brazilian soy farmers locking in longer hedge tenors. The hosts also touch on the challenge of higher import costs for energy…

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