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 South Korean Shipbuilders Are Winning the LNG Tanker Race
South Korea's top three shipbuilders now control over 70% of the global LNG carrier orderbook, a dominance built on decades of government-backed R&D and a…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Yuan Lending Is Reshaping Emerging Market Trade Finance
Lucas and Luna examine the quiet but significant rise of yuan-denominated trade finance in emerging markets. As China pushes its currency for cross-border…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Emerging Markets Are Building Sovereign AI Infrastructure
In this episode of The Emerging Markets Podcast, Lucas and Luna explore how developing economies are racing to build sovereign AI infrastructure to reduce…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Emerging Market Central Banks Are Reshaping Gold Reserves
In this episode of The Emerging Markets Podcast, Lucas and Luna dig into a quiet but powerful trend: central banks in emerging economies are accumulating gold…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Chinese E-Commerce Platforms Are Changing Global Trade
In this episode of The Emerging Markets Podcast, hosts Lucas and Luna dive into the dramatic shifts in global trade driven by Chinese e-commerce platforms like…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How the Strong Dollar Is Splitting Emerging Markets Three Ways
The strong dollar isn't a single story for emerging markets. Lucas and Luna break down three divergent paths: Chinese equities rallying on stimulus…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How African Mobile Money Is Outpacing Traditional Banking
Lucas and Luna explore how mobile money platforms in Africa are growing faster than traditional banking systems, with a focus on M-Pesa's evolution in…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Vietnam Is Becoming a Semiconductor Outsourcing Hub
Vietnam is quietly positioning itself as a key player in the global semiconductor supply chain, attracting billions in foreign investment from chip giants like…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Chinese E-Commerce Giants Are Reshaping Emerging Market Retail
Chinese e-commerce platforms like Pinduoduo and Alibaba are expanding aggressively into emerging markets, but their strategies differ sharply. Pinduoduo's…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Orbital Data Centers Could Reshape Emerging Markets
SpaceX is racing to put data centers in orbit, and the implications for emerging markets are enormous. Lucas and Luna explore how orbital computing could…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why Emerging Market Dividends Are Outperforming Growth
Episode 100 of The Emerging Markets Podcast. Lucas and Luna examine a quiet trend: emerging market dividend-paying stocks are beating growth names year to…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How the Strong Dollar Is Splitting Emerging Markets
Episode 99 of The Emerging Markets Podcast. Lucas and Luna unpack how the persistent strength of the US dollar is creating a divergence between emerging…
- 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 Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why Chinese AI Models Are Gaining Ground with US Companies
Episode 97 of The Emerging Markets Podcast examines why US companies are increasingly turning to Chinese AI models as OpenAI and Anthropic costs surge. Lucas…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Pinduoduo Is Reshaping Emerging Market E-Commerce
This episode of The Emerging Markets Podcast explores how Chinese e-commerce giant Pinduoduo, trading as PDD, has surged 9.5% in the past week, reflecting a…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Ghana Is Becoming an Emerging Market Digital Payments Hub
Ghana's digital payments ecosystem has grown from a niche mobile money experiment to a national infrastructure moving over $100 billion annually. In this…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why Kazakhstan Is Becoming the Rare Earths Wild Card
Episode 94 of The Emerging Markets Podcast dives into Kazakhstan's rising role in the global rare earths supply chain. As China tightens export controls…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Indian IT Services Became the Worlds Back Office
In episode 93 of The Emerging Markets Podcast, Lucas and Luna examine the remarkable rise of India's IT services industry from low-cost call centers to a…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Indian IT Services Are Becoming the World's Back Office
India's IT services sector is undergoing a massive transformation. In this episode, Lucas and Luna explore how the rise of generative AI, the push for…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Chinese Tech Stocks Are Rallying While EM Currencies Struggle
Episode 91 of The Emerging Markets Podcast digs into a striking divergence in July 2026. While currencies across developing economies remain under pressure—the…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Climate Finance Is Reshaping Emerging Market Debt
Episode 90 of The Emerging Markets Podcast explores how climate-linked bonds and sustainability-linked loans are transforming the $4 trillion emerging market…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Mexico Is Becoming an Emerging Market Tech Hub
In this episode of The Emerging Markets Podcast, Lucas and Luna explore Mexico's rapid transformation into a tech and nearshoring powerhouse. As of July…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How the Single-Use Plastics Ban Is Reshaping Emerging Market Manufacturing
Kenya banned single-use plastics in 2017, but the global ripple effects are only now hitting full force in 2026. Lucas and Luna explore how emerging markets…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Nigeria Is Building an Alternative to SWIFT Payments
Nigeria's central bank launched the eNaira two years ago with limited success. Now a private-sector consortium called AfricaNCI is building a real-time…
- 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…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why Nigeria Is Becoming Africa's Tech Talent Hub
In this episode of The Emerging Markets Podcast, Lucas and Luna drill into one specific case: the explosion of Nigerian tech talent and what it means for…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Indonesian Nickel Became the World's Most Important Metal
Indonesia now controls more than half of the global nickel supply, and that is reshaping not just the battery supply chain but the entire emerging market…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Egypt Is Becoming the Next Emerging Market Logistics Hub
In this episode of The Emerging Markets Podcast, Lucas and Luna explore a surprising shift in global trade routes: Egypt's emergence as a logistics and…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Brazil's Agribusiness Is Powering Emerging Market Growth
Brazil's agribusiness sector is booming, with the iShares MSCI Brazil ETF (EWZ) up 1.5% over the past five days as of June 29, 2026. In this episode…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How the Korean Won Crisis Is Reshaping Emerging Market Currency Plays
South Korea's currency crisis has deepened through June 2026, with the won hitting 1,615 per dollar and the Korea ETF (EWY) dropping nearly 10% in a…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Korean Won Crisis How South Korea Is Fighting Currency Collapse
Episode 80 of The Emerging Markets Podcast: South Korea's won has tumbled to multi-year lows, with the KOSPI sliding 10% in a week. Lucas and Luna break…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How South Africa Is Becoming an Emerging Market EV Battery Hub
Episode 79 drills into South Africa's pivot from mining raw platinum-group metals to building battery precursor materials on home soil. Lucas unpacks the…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Vietnam Is Becoming the Emerging Market Semiconductor Hub
Vietnam is quietly emerging as a serious player in the global semiconductor supply chain. With geopolitical tensions pushing companies to diversify beyond…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How the Digital Yuan Is Reshaping Trade Finance in Emerging Markets
China's central bank digital currency, the digital yuan or e-CNY, is quietly transforming cross-border trade settlement across emerging markets. In this…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How the Strong Dollar Is Reshaping Emerging Market Debt
In this episode of The Emerging Markets Podcast, Lucas and Luna drill into one specific pressure point hitting developing economies in mid-2026: the relentless…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How the Strong Dollar Is Crushing Emerging Market Stocks in June 2026
The U.S. dollar is at a 20-year high, and emerging market stocks are paying the price. Lucas and Luna break down the mechanics: a 4% weekly drop in the EEM…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How China's E-Commerce Giants Are Losing Ground in Southeast Asia
Chinese e-commerce stocks are getting hammered in June 2026 — Alibaba down 11 percent in five days, JD off 9.5 percent, PDD dropping 7 percent. But the real…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why Emerging Market Stocks Are Diverging in June 2026
In June 2026, emerging market ETFs are showing a stark divergence: China-heavy funds like FXI and KWEB are down sharply, while India's INDA is actually…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Bangladesh Became an Emerging Market Textile Titan
In this episode of The Emerging Markets Podcast, Lucas and Luna explore Bangladesh's remarkable ascent as a global textile powerhouse. With the RMG sector…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Emerging Markets Are Rewriting the Remittance Playbook
Episode 71 dives into the quiet revolution in cross-border payments that is reshaping emerging economies. With the dollar at 120.4 on the trade-weighted index…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Saudi Arabia Is Pivoting Beyond Oil in 2026
In this episode of The Emerging Markets Podcast, Lucas and Luna examine Saudi Arabia's accelerating pivot away from oil dependency, anchored by the $1.5…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How India's Digital Payments Stack Is Reshaping EM Finance
India's Unified Payments Interface is revolutionizing digital transactions, processing over 10 billion payments per month in early 2026. In this episode…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why Taiwan Semiconductor Dominates EM Tech in 2026
Lucas and Luna examine how Taiwan's semiconductor ecosystem has become the backbone of emerging market tech growth in 2026. With TSMC leading advanced…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Taiwan Is Becoming the EM Tech Powerhouse of 2026
In this episode of The Emerging Markets Podcast, Lucas and Luna dive into Taiwan's surprising resilience as a tech manufacturing hub, even as geopolitical…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Mexico Is Becoming the Top US Trade Partner in 2026
In Episode 66 of The Emerging Markets Podcast, Lucas and Luna examine Mexico's rise as the top US trade partner, overtaking China in 2026. They discuss…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Poland Became Europe's Unsung Industrial Power
Lucas and Luna explore Poland's remarkable industrial transformation, which has turned it into a manufacturing powerhouse and a key link in European…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Emerging Market Stocks Are Decoupling from China
Episode 64 of The Emerging Markets Podcast with Fexingo. Lucas and Luna dig into a striking pattern in June 2026: while Chinese internet stocks like Alibaba…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Poland Became Europe's Unsung Industrial Power
In this episode of The Emerging Markets Podcast, Lucas and Luna explore Poland's remarkable rise as a manufacturing and export powerhouse in Central…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Turkey Rebuilt Its Economy After 2023 Elections
In this episode, Lucas and Luna examine Turkey's economic turnaround since the 2023 elections, focusing on the shift from unorthodox low-interest rate…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Nigeria Is Becoming Africa's Digital Trade Hub
In this episode of The Emerging Markets Podcast, Lucas and Luna explore how Nigeria is positioning itself as Africa's digital trade hub. With a young…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Dubai Became the EM Tourism and Logistics Giant
In this episode of The Emerging Markets Podcast with Fexingo, Lucas and Luna explore how Dubai has transformed from a small trading port into a cornerstone of…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Egypt Is Becoming Africa's Green Hydrogen Hub
Egypt is making a bold bet on green hydrogen, aiming to produce 10% of the global supply by 2040. In this episode, Lucas and Luna break down a specific $8…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How African Mobile Money Is Beating Banking Giants
Episode 58 dives into the quiet revolution in sub-Saharan African mobile money. Lucas and Luna unpack how Safaricom's M-Pesa has grown from a simple…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Poland Became Europe's Unsung Industrial Power
While everyone watches Vietnam and Mexico, Poland has quietly become Europe's fastest-growing manufacturing economy. Lucas and Luna break down how the…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How EM Infrastructure Bonds Are Funding the Green Transition
In episode 56 of The Emerging Markets Podcast, Lucas and Luna examine how developing nations are using infrastructure bonds to finance renewable energy and…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Korean Stocks Are Surging While China Stumbles in June 2026
South Korean stocks are up nearly 15% in the past week, while China's retail sales just posted their first drop in over three years. Lucas and Luna unpack…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Vietnam Is Becoming the Semiconductor Link in EM Supply Chains
Lucas and Luna explore how Vietnam is positioning itself as a critical node in the global semiconductor supply chain, with a focus on the country's recent…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How EMs Defy the Strong Dollar in June 2026
The US dollar is at a 20-year high, yet emerging market equities are rallying—EEM up 3.2% in a week, EWZ surging 4.2%, EWY jumping 6.4%. Hosts Lucas and Luna…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Emerging Market Bonds Are Becoming a Safe Haven in 2026
Episode 52 of The Emerging Markets Podcast explores a surprising shift: amid global uncertainty, emerging market sovereign bonds are outperforming…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How EM Infrastructure Bonds Are Funding the Green Transition
This episode of The Emerging Markets Podcast examines how developing nations are using infrastructure bonds to finance renewable energy and transportation…