Shows / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Every morning, Lucas and Luna dissect the forces reshaping the developing world — from Vietnam’s manufacturing ascent to Nigeria’s fintech revolution. Grounded in fresh data from central bank releases, IMF forecasts, and emerging-market equity flows, each episode examines one specific economy or cross-border trend: Why has India’s services PMI diverged from its manufacturing index? Can Indonesia’s nickel-processing strategy outlast a global EV slowdown? What does the MSCI Emerging Markets…
Episodes
The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and InvestmentHow Indonesia and Taiwan Are Outperforming Emerging Markets
While China's tech giants stumble and Brazil's market splits, Indonesia and Taiwan are quietly posting some of the strongest gains in emerging…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Emerging Market Car Makers Are Winning the EV Race
China's EV makers have been pulling ahead of global automakers, and the latest data shows they're now reshaping emerging markets far beyond their…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Emerging Market Cargo Routes Are Rerouting Global Trade
In this episode of The Emerging Markets Podcast, Lucas and Luna examine the dramatic shift in global trade routes as emerging markets build new ports and…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Emerging Market Ports Are Rerouting Global Trade
In this episode, Lucas and Luna explore how a handful of emerging market ports are quietly reshaping global trade routes, from the Strait of Hormuz to…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Emerging Market Currencies Are Quietly Diverging
This episode explores how emerging market currencies are diverging into two camps: those gaining from higher commodity prices and those pressured by domestic…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Emerging Markets Are Building Their Own Trade Networks
On this episode of The Emerging Markets Podcast, Lucas and Luna unpack the quiet revolution in global trade as emerging markets build parallel networks that…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Emerging Market Currencies Are Building a New Reserve System
On this episode of The Emerging Markets Podcast, Lucas and Luna explore a quiet shift in global finance: emerging market central banks are diversifying their…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Emerging Market Cargo Routes Reveal a New Trade Order
On this episode, Lucas and Luna dig into a surprising signal from the developing world: the shipping lanes. August 2026 data shows Brazil's ETF is up…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How AI Data Centers Are Reshaping Emerging Market Energy Demand
Lucas and Luna dive into the surprising ripple effects of AI data center power demand on emerging markets. With the dollar easing slightly and trade reports…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why Emerging Market Tech Giants Are Outperforming the Indexes
China's internet giants are posting outsized gains while broad emerging market funds drift lower. Lucas and Luna dig into the numbers: Alibaba up five…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why Emerging Market Currencies Are Splitting Into Two Camps
Emerging market currencies are no longer moving in one direction. In this episode, Lucas and Luna unpack the latest divergence: the Turkish lira and Argentine…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Emerging Market Currencies Are Quietly Rebuilding Reserves
In this episode of The Emerging Markets Podcast, Lucas and Luna look past the recent equity swings to a quieter story: emerging market central banks are…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
China's Tech Rout Is Splitting Emerging Markets
Chinese tech stocks are tumbling while the rest of emerging markets rally. In this episode, we break down the 13.2% weekly drop in JD and the 8.8% fall in PDD…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why Emerging Markets Are Splitting Into AI and Commodity Plays
This episode of The Emerging Markets Podcast examines the widening divergence in emerging market equities as of August 2026. With the EEM up 2.2 percent over…
- 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…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Brazil's Market Split Reflects a New Emerging Market Divide
In this episode of The Emerging Markets Podcast, Lucas and Luna dig into a surprising split: while the broad emerging-market complex is up, Brazil's ETF…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why Brazil Stocks Are Falling While India Rises
In this episode of The Emerging Markets Podcast, Lucas and Luna dig into a striking divergence: Brazil's EWZ ETF is down nearly 6 percent over the past…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why Saudi Arabia Is Building a Stock Market for the World
Saudi Arabia's Tadawul is pushing to become the go-to market for emerging-market capital, even as regional rivalries heat up. In this episode, Lucas and…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Emerging Market Bond Yields Signal a New Divide
In this episode of The Emerging Markets Podcast, Lucas and Luna dive into the surprising divergence between emerging market bond yields and equities. With the…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Emerging Market Bond Yields Are Telling a Different Story
This week on The Emerging Markets Podcast, Lucas and Luna look past the equity rally and into the bond market, where a surprising divergence is emerging. While…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Emerging Markets Are Decoupling From the US Dollar
In this episode, Lucas and Luna explore a surprising divergence: while the US dollar index sits near 120, emerging market equities like EEM and VWO are posting…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How India's Market Rode Out the Global Selloff
While most emerging markets stumbled in early August 2026, India's benchmark index posted gains, and the rupee held steady. Lucas and Luna dig into why…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why Taiwan's Market Is Beating Everything in Emerging Markets
Taiwan's stock market has risen over 8 percent in five days while most emerging markets have lagged. Lucas and Luna dig into the forces behind the surge —…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Emerging Markets Are Betting on Gold Reserves
Episode 147 of The Emerging Markets Podcast: Lucas and Luna dig into the quiet gold rush among emerging market central banks. As the trade-weighted dollar…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Emerging Market Dividend Stocks Are Back in Fashion
Emerging market dividend stocks are having a moment. With the trade-weighted dollar pulling back and a handful of large-cap payers in China, Korea, and Brazil…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Yen Intervention Impacts Emerging Markets
Japan and the US just took joint action to support the yen, and that ripples far beyond Tokyo. On this episode of The Emerging Markets Podcast, Lucas and Luna…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why Emerging Market Stocks Are Splitting Into Winners and Losers
On this episode of The Emerging Markets Podcast, Lucas and Luna explore a striking divergence in emerging market equities: Chinese internet giants like Alibaba…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How AI Is Driving a Wedge Between China and Korea
China ETFs are surging 4-6% while South Korea and Taiwan funds are sliding. Lucas and Luna explore why the AI trade is splitting emerging markets. They examine…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
The Trade Deficit Spike Is Splitting Emerging Markets
The US trade deficit surged to $77.6 billion in May, a 42% jump from April. In this episode, Lucas and Luna break down how the widening deficit is creating…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why AI Hardware Exporters Are Losing to AI Adopters in Emerging Markets
This week's market data reveals a stark divide in emerging markets: South Korea's EWY ETF is down nearly 15% in five days, while China's FXI is…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why South Korea Chip Rout Signals Trouble for Emerging Markets
South Korean stocks just suffered their worst single-day drop in months, down 8% amid a global tech sell-off. In this episode, Lucas and Luna break down why…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why Chinese Stocks Are Rallying While Other Emerging Markets Sink
In late July 2026, Chinese stocks are defying the broader emerging market sell-off. The FXI China ETF is up 3.5% over five days, while the broad EEM has…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
The US-Korea Tech Stock Link Is a Risk for EM Investors
When Asian semiconductor stocks tumbled on July 28, 2026, U.S. tech futures followed — and the iShares MSCI South Korea ETF (EWY) fell nearly 7% in five days…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How the US Trade Deficit Is Reshaping Emerging Market Exports
The US trade deficit widened to $77.6 billion in May 2026, up from $54.6 billion, driven by a strong dollar and robust imports. This episode examines how the…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
China Memory Chip IPO Surges 500% Amid AI Boom
The blockbuster debut of CXMT, China's memory chipmaker, saw shares surge 500% on its Shanghai IPO. We dig into what this means for emerging market tech…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Mexico Became America's Top Trade Partner
Mexico has overtaken China as the United States' largest trading partner, a shift driven by nearshoring, tariffs, and supply chain realignment. In this…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why Your Chocolate Bar Costs the Same Even as Cocoa Prices Drop
Cocoa futures have tumbled roughly 30% from their 2024 peaks, yet the price of a chocolate bar at the register hasn't budged. Lucas and Luna unpack the…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How AI Distillation Is Reshaping Emerging Market Tech
This episode explores how emerging markets are leveraging AI distillation to build competitive large language models without cutting-edge chips. Lucas breaks…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Emerging Markets Are Building Green Steel Industries
Lucas and Luna examine the emerging market race to produce green steel, a material critical to decarbonizing construction and manufacturing. They focus on…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Emerging Markets Are Hedging Against a $100 Oil Shock
Brent crude has breached $100 a barrel in late July 2026, and for emerging markets the impact is anything but uniform. Lucas and Luna break down which…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How the Strong Dollar Is Squeezing Emerging Market Debt
The U.S. dollar is trading at 120.5 on the trade-weighted index, its highest in years, and that's creating a quiet crisis in emerging markets that…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Emerging Market Central Banks Are Building Digital Currencies
As of July 2026, over 80% of central banks globally are exploring or piloting central bank digital currencies (CBDCs), with emerging markets leading the…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Emerging Market Central Banks Are Dumping US Treasuries
Episode 128 of The Emerging Markets Podcast digs into a quiet shift in global capital flows: emerging market central banks are selling US Treasuries at the…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Emerging Market Remittances Are Going Digital
In 2025, remittances to low- and middle-income countries hit an estimated $685 billion, surpassing foreign direct investment for the first time. This episode…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Emerging Markets Are Building Cloud Sovereignty
When India blocked a Google Cloud contract with a state-owned telecom citing data sovereignty risks, it was a shot across the bow for Big Tech. In this…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why South Korea Shipbuilding Is Defying the Export Slump
While South Korean exports hit a wall, its shipbuilders are booming. Lucas and Luna unpack how Hyundai Heavy and its rivals have locked in a ten-year order…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Vietnam Is Becoming Asia's New Semiconductor Hub
Vietnam is quietly positioning itself as a major player in semiconductor manufacturing, attracting billion-dollar investments from global chipmakers. With the…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How the World Cup Economy Is Reshaping Emerging Markets
The 2026 World Cup is drawing to a close, and FIFA is emerging as a $9 billion winner. But what does that mean for emerging market economies? Lucas and Luna…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Emerging Market ETFs Are Pricing a Diverging Recovery
Lucas and Luna break down the surprising divergence in emerging market ETFs this week — while China-linked funds like FXI and KWEB are up over 2%, broader…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How the Yuan Is Becoming a Reserve Currency for Emerging Markets
China's yuan is quietly gaining traction as a reserve currency in emerging markets, challenging the dollar's dominance. This episode explores the…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Emerging Markets Are Building Domestic Payment Systems
Lucas and Luna explore how emerging economies are building their own domestic payment systems to reduce reliance on global networks like Visa and Mastercard…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Indonesia Nickel Is Reshaping the EV Battery Race
Indonesia has transformed from a raw nickel exporter into a global hub for EV battery production. Lucas and Luna break down how a controversial export ban…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Emerging Markets Are Building Their Own Payment Rails
Episode 118 looks beyond the big EM ETF flows to examine a quiet revolution: emerging markets building domestic payment systems that bypass the…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How South Korea's Export Machine Is Hitting a Wall
South Korea's export-driven economy has been a model for emerging markets, but in July 2026, the numbers tell a different story. The iShares MSCI South…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why South Korea's Export Machine Is Hitting a Wall
South Korea's KOSPI index has fallen more than 11% in five days through July 16, 2026, as trade data reveals a deepening imbalance. The trade-weighted US…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Brazil's Tariff War Could Reshape Emerging Market Supply Chains
On this episode of The Emerging Markets Podcast, Lucas and Luna examine the impact of the new 25% US tariff on Brazilian goods, announced July 16, 2026. They…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why Youth Unemployment Is the Emerging Market Time Bomb
Episode 114 of The Emerging Markets Podcast examines the growing youth unemployment crisis across developing economies. Lucas and Luna break down the…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Emerging Markets Are Building Domestic Semiconductor Supply Chains
Lucas and Luna dive into the quiet but accelerating trend of emerging markets building their own semiconductor fabrication plants and assembly lines. With…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why Mexico Is Becoming the New China for US Supply Chains
This episode of The Emerging Markets Podcast explores how Mexico is rapidly displacing China as the preferred manufacturing hub for US companies, driven by…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How China's Export Surge Is Reshaping Emerging Markets
China's exports rose in June at the fastest pace since 2021, driven by the AI boom and a tariff rush. But the strong dollar and Middle East tensions are…