Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How the Fed Standoff Is Reshaping Emerging Market Deals
With the Fed signaling no rate cuts and the dollar staying strong, emerging market M&A has hit a two-year low. Lucas and Luna break down what the dry powder waiting on the sidelines means for countries like Mexico and Vietnam, and why a pullback in US acquisitions could actually create opportunity for local champions. Specific data: EEM down 1.9% in five days, KWEB up 6.9% as Chinese tech rallies on valuation plays. The hosts tie the macro standoff to a concrete opening: a recent bid for a Brazilian fintech that fell apart over currency hedging costs. The donation segment lands early, linking…
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