Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Emerging Markets Are Decoupling Into Growth and Yield
Episode 156 of The Emerging Markets Podcast looks at a quiet but powerful shift happening inside the index: emerging market stocks are no longer moving as one bloc. While the broad iShares EEM ETF is up 1.7% over the past week, that headline number hides a violent split. Chinese internet names like JD.com are down 11%, PDD down 7.8%, while Taiwan and South Korea are surging — the iShares MSCI Taiwan ETF is up 4.5%, and the South Korea ETF is up 7.8%. Lucas and Luna dig into what's driving this divergence, from AI capex cycles to supply chain realignment, and what it means for investors…
The skinny
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