『The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment』のカバーアート

The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment

The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment

著者： Fexingo
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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 ex-China index tell us about supply-chain reconfiguration? Lucas brings the macro framework and historical context; Luna presses on the on-the-ground realities, the political risks, and the investor math. They never make hot takes — they make calibrated arguments, backed by numbers and named companies like HDFC Bank, Nubank, or MercadoLibre. This is for portfolio managers allocating to EM debt, strategists tracking de-dollarization, and anyone who wants to understand development economics without the cheerleading. By the end of each episode, you’ll have a tighter thesis on where capital is actually moving — and why. #EmergingMarkets #DevelopingEconomies #EMInvesting #GlobalMacro #GrowthStocks #DebtMarkets #ForeignDirectInvestment #SupplyChainShift #Demographics #Commodities #CentralBankPolicy #CurrencyRisk #IndiaEconomy #SoutheastAsia #LatinAmerica #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. 経済学
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  • Why EM Currencies Are Crushing Stocks in June 2026

    Why EM Currencies Are Crushing Stocks in June 2026
    2026/06/08
    In this episode of The Emerging Markets Podcast, Lucas and Luna examine a strange divergence gripping developing economies in early June 2026: while emerging market stocks are plunging—South Korea's KOSPI down over 13 percent in a week, Brazil's Bovespa sliding nearly 6 percent—many EM currencies are actually holding steady or even strengthening. The Chinese yuan has barely budged, the Mexican peso is firm, and the trade-weighted dollar is slipping. Lucas argues the selloff is about country-specific risk, not a systemic EM crisis, pointing to South Korea's political turmoil, the FTX pardon news, and shifting capital flows as the real drivers. Luna pushes back on whether this decoupling can last, especially with the dollar still strong and trade tensions simmering. They walk through the data: EEM down 6.8 percent, EWY crashing 13.1 percent, but the yuan per dollar at 6.77, barely changed. The conversation lands on a key question for investors: should you treat EM stocks and EM currencies as the same bet, or are they telling completely different stories right now? A must-listen for anyone trying to make sense of the emerging market selloff in June 2026. #EmergingMarkets #EMCurrencies #EMStocks #SouthKorea #ChinaYuan #MexicanPeso #CurrencyDecoupling #EEM #EWY #FXI #KOSPI #DollarIndex #CapitalFlows #FTX #Pardon #Divergence #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    9 分
  • Why Emerging Market Capital Flows Are Reversing in 2026

    Why Emerging Market Capital Flows Are Reversing in 2026
    2026/06/08
    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 Korea's KOSPI plunge of 7% in a single day and the iShares MSCI Emerging Markets ETF (EEM) dropping 7.8% in a week. They explore how a combination of a strong dollar, rising geopolitical tensions (Iran-Israel strikes), and domestic political instability is driving foreign investors to pull billions out of Korean equities. The hosts contrast Korea's export-driven crash with relatively resilient markets like India and China, and discuss what this means for EM investors going forward. Aswath Damodaran's recent comments on overvalued growth stocks provide a valuation lens. #EmergingMarkets #CapitalFlows #SouthKorea #KOSPI #ForeignInvestment #EEM #VWO #StrongDollar #GeopoliticalRisk #IranIsrael #ExportEconomy #India #China #AswathDamodaran #Valuation #EconomicDivergence #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    9 分
  • Why Saudi Arabia Is the Emerging Market Safe Haven in 2026

    Why Saudi Arabia Is the Emerging Market Safe Haven in 2026
    2026/06/07
    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 fourth oil output quota hike since the strait's closure, Saudi Arabia is capitalizing on higher volumes and stable production. Lucas and Luna discuss how the Kingdom's fiscal breakeven oil price has fallen to around $80 per barrel, its sovereign wealth fund is deploying capital globally, and the Saudi riyal's peg to the dollar offers a safe harbor for EM investors fleeing volatility. They compare Saudi performance to battered markets like South Korea (EWY down 19.2% in a week) and Brazil (EWZ down 4.7%), and explore whether the 'Vision 2030' reforms are creating genuine diversification. This episode offers a data-driven look at one of the few EM bright spots in a turbulent June, with no hype, just hard numbers. #SaudiArabia #EmergingMarkets #OPECPlus #HormuzClosure #IranWar #OilPrices #Vision2030 #SovereignWealthFund #SafeHaven #SouthKorea #EWY #EWZ #EEM #Economics #FexingoBusiness #BusinessPodcast #EmergingMarketsPodcast #Geopolitics Keep every episode free: buymeacoffee.com/fexingo
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    7 分
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