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 EM Central Banks Are Buying Gold at Record Pace
In June 2026, the world's largest emerging market central banks are buying gold at a pace not seen since the collapse of Bretton Woods. China alone has…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Vietnam Is Becoming the Semiconductor Link in EM Supply Chains
Vietnam is quietly emerging as a critical node in the global semiconductor supply chain, attracting billions in investment from chipmakers diversifying out of…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How India's Digital Public Infrastructure Is Reshaping EM Finance
In this episode of The Emerging Markets Podcast, Lucas and Luna explore how India's Digital Public Infrastructure (DPI) — including Aadhaar, UPI, and the…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why South Korea Is Surging While China Stocks Sink in June 2026
In a week where Chinese ADRs like Alibaba and Baidu are down 4-6%, South Korea's EWY ETF has surged nearly 14%. Lucas and Luna break down the divergence…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How the SpaceX IPO Is Reshaping Emerging Market Tech Investing
This episode examines how SpaceX's historic IPO, expected to price today at a $1.8 trillion valuation, is creating ripple effects across emerging market…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Bangladesh Is Becoming the Next Vietnam in Manufacturing
While everyone watches Vietnam and Mexico, Bangladesh is quietly emerging as a serious alternative in global manufacturing. Lucas and Luna look at the numbers…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Mexico Is Becoming the EM Manufacturing Powerhouse
In this episode, Lucas and Luna explore how Mexico is emerging as a dominant manufacturing hub in emerging markets, driven by nearshoring trends away from…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Emerging Market Currencies Crack in a Strong Dollar
The US dollar is hitting multi-year highs, and emerging market currencies are paying the price. Lucas and Luna examine why a strong dollar is crushing EM debt…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Remittance Flows Are Reshaping Emerging Market Currencies
In this episode of The Emerging Markets Podcast, Lucas and Luna explore a quiet but powerful force in developing economies: remittance flows. With the US…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How AI Energy Demand Is Reshaping Emerging Market Grids
As AI models guzzle electricity, data center construction is booming in emerging markets with cheap power and lax grids. Lucas and Luna examine the paradox…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why EM Dividends Are the New Safe Haven in 2026
With emerging market stocks down sharply in June 2026, Lucas and Luna explore a surprising bright spot: dividend-paying EM companies. They examine how firms in…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why EM Currencies Are Crushing Stocks in June 2026
In this episode of The Emerging Markets Podcast, Lucas and Luna examine a strange divergence gripping developing economies in early June 2026: while emerging…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why Emerging Market Capital Flows Are Reversing in 2026
In this episode of The Emerging Markets Podcast, Lucas and Luna dig into the dramatic capital flight hitting emerging markets in June 2026, anchored by South…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why Saudi Arabia Is the Emerging Market Safe Haven in 2026
Episode 37 of The Emerging Markets Podcast examines Saudi Arabia's surprising resilience amid the Iran war and the Hormuz closure. With OPEC+ approving a…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why Korean Stocks Are Crashing While EM Diverges
South Korea's KOSPI is getting obliterated in early June 2026, with the EWY ETF down 19% in five days. Lucas and Luna dig into why — a perfect storm of…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why South Africa Is Becoming the EM Gateway in 2026
South Africa is re-emerging as a critical gateway to African markets, with the African Continental Free Trade Area (AfCFTA) accelerating trade and investment…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why Emerging Market Stocks Are Plunging in Early June 2026
On June 6, 2026, emerging market ETFs are in a broad sell-off, with South Korea's EWY down 19% in five days and Brazil's EWZ down 4.7%. Lucas and…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How South Korea's Export Machine Is Stalling in 2026
South Korea has been the standout emerging market in 2026, but a brutal selloff is underway. The EWY ETF is down 17.4% in five days. Lucas and Luna drill into…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Africa's Continental Free Trade Area Is Reshaping Supply Chains
Episode 32 of The Emerging Markets Podcast examines the African Continental Free Trade Area (AfCFTA) and its impact on supply chains, investment flows, and…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How the Chinese Yuan Is Quietly Challenging the Dollar in Emerging Markets
In this episode of The Emerging Markets Podcast, Lucas and Luna explore the quiet but strategic rise of the Chinese yuan as a settlement currency in emerging…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why Contango and Backwardation Signal EM Risk
Episode 30 of The Emerging Markets Podcast dives into commodity futures curves as a leading indicator for emerging market economies. Lucas and Luna unpack the…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why Thailand Is the Emerging Market Outperformer in 2026
Thailand's stock market has surged 4.4% in the past week alone, making it the best-performing major emerging market in early June 2026. Lucas and Luna…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Vietnam Is Emerging as the New China in Manufacturing
In Episode 28 of The Emerging Markets Podcast, Lucas and Luna examine Vietnam's rapid ascent as a global manufacturing hub, spurred by U.S. tariffs on 60…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why Emerging Markets Are Diverging in 2026
In this episode of The Emerging Markets Podcast, Lucas and Luna explore why emerging market ETFs are delivering wildly different returns in 2026. They use the…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How India Is Becoming the New China in Emerging Markets
India's emergence as a manufacturing and export powerhouse is reshaping the emerging markets landscape. In this episode, Lucas and Luna examine the latest…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why South Korea Is the Standout Emerging Market in 2026
South Korea's KOSPI and the EWZ ETF have surged 8.5% in the past week, defying the broader EM weakness. Lucas and Luna examine why — from the memory chip…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why China Tech Stocks Are Diverging in 2026
China tech stocks are moving in wildly different directions this year. While Alibaba and JD.com are down, Baidu and NIO are surging. Lucas and Luna dig into…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why EM ETFs Are Diverging More Than Ever in 2026
Lucas and Luna dig into the striking divergence among emerging market ETFs in late May 2026. The iShares MSCI South Korea ETF (EWY) surged 13.1% in five days…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why The Suez Canal Is Becoming a Bottleneck for Emerging Market Trade
Episode 22 examines how shifting geopolitical tensions and climate change are reshaping one of the world's most vital trade corridors. With Egypt already…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Colombia Is Becoming Latin America's Next EM Star
While most emerging markets have struggled with a strong dollar and geopolitical turmoil, Colombia has quietly become one of the best-performing EM economies…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why Polish GDP Growth Beats Its Emerging Market Peers
In this episode of The Emerging Markets Podcast, Lucas and Luna examine Poland's remarkable GDP growth, which has outpaced many larger emerging economies…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Indonesia Is Becoming the Next Emerging Markets Manufacturing Hub
Lucas and Luna explore Indonesia's rapid rise as a manufacturing destination, drawing on recent trade data and the country's nickel processing boom…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How the Strong Dollar Is Quietly Reshaping Emerging Market Trade
Episode 18 of The Emerging Markets Podcast dives into a paradox. The US dollar has stayed stubbornly strong through early 2026, trading above 119 on the…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Turkey Is Managing Inflation After Its Currency Crisis
Lucas and Luna examine Turkey's unorthodox approach to taming inflation after the 2023 currency crisis, focusing on the central bank's real interest…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Saudi Arabia Is Becoming the New EM Powerhouse
Lucas and Luna explore Saudi Arabia's rapid transformation under Vision 2030, from NEOM megaprojects to a surging stock market. With the Tadawul All Share…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Morocco Is Becoming North Africa's Economic Powerhouse
Lucas and Luna look beyond the usual BRICS and Southeast Asian names to explore a quiet transformation in North Africa. Morocco has posted compound annual…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How SK Hynix and AI Are Reshaping Emerging Markets
One South Korean chipmaker has surged 250% this year, pulling the entire Korea ETF up 15% in a single week. Lucas and Luna dig into how SK Hynix's…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why Brazil ETFs Are Betting on Agribusiness and Fiscal Reform
Episode 13 of The Emerging Markets Podcast dives into Brazil's surprising resilience. While China ETFs slump and Korea surges, Brazil's EWZ ETF is up…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why the Strong Dollar Is Squeezing Emerging Market Imports
Lucas and Luna examine how a strengthening U.S. dollar, now above 119 on the trade-weighted index, is tightening the screws on emerging economies that depend…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why Taiwan Semiconductor Is Emerging Markets Kingmaker
While much of the emerging markets world has stumbled in 2026, Taiwan's semiconductor juggernaut has propelled the iShares MSCI Taiwan ETF to a 5.5% gain…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Singapore Is Quietly Becoming an Emerging Markets Bellwether
This episode drills into Singapore's surprisingly resilient economy as a bellwether for emerging markets. With April inflation coming in at just 1.8…
- 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 examine how the persistent strength of the US dollar is reshaping emerging market debt…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Egypt Is Becoming the New EM Frontier
In this episode of The Emerging Markets Podcast, Lucas and Luna examine Egypt's surprising emergence as a frontier market to watch in 2026. With the…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why Peru Could Be the Next Big EM Story
Lucas and Luna drill into Peru as an overlooked emerging market, using the live data around a strengthening dollar and weak China demand to explain why…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Vietnam Is Winning the Emerging Markets Race in 2026
While many emerging markets struggle, Vietnam's manufacturing boom and stable currency are attracting investors. Lucas and Luna dig into the numbers…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
South Korea ETF Surges on Memory Chip Revival
In this episode of The Emerging Markets Podcast, Lucas and Luna dive into the standout performance of the South Korea ETF (EWY), which has surged 5.3% in the…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Mexico Nearshoring Hits a Wall as the Peso Strengthens
Lucas and Luna examine how Mexico's nearshoring boom is being challenged by a strengthening peso and rising costs. With the peso up over 8% against the…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
India ETF INDA Defies EM Slump on Domestic Demand
While most emerging-market ETFs have stumbled in May 2026, India's INDA has quietly gained 0.3 percent over the past five days, shrugging off the China…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Korea and Taiwan Bear the Brunt of EM Selloff
This week, emerging markets are under pressure, with South Korea's and Taiwan's ETFs down sharply. Lucas and Luna discuss why these two markets are…
- The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
China Tech Selloff What the KWEB Drop Means for Emerging Markets
On the inaugural episode of The Emerging Markets Podcast, Lucas and Luna dissect the sharp selloff in Chinese tech stocks as of May 19, 2026. The KWEB ETF has…