『International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations』のカバーアート

International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations

International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations

著者: Fexingo
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Every weekday, Lucas and Luna sit down in a business lounge to parse the day's most consequential developments in global trade, cross-border dealmaking, and multinational corporate strategy. This is not a news headline recap. Lucas brings the numbers and institutional memory—tariff schedules, currency hedging costs, bilateral investment treaty case law—while Luna presses on the messy human realities: how a logistics manager in Rotterdam adapts to new customs protocols, why a German Mittelstand company chooses Vietnam over Mexico, what happens to a supply chain when a single port in the South China Sea freezes. They walk through real cases: a recent foreign-acquisition approval blocked by CFIUS, a shift in EU carbon-border adjustment enforcement, a Japanese trading conglomerate's pivot into African lithium. The show is built for executives, trade lawyers, procurement heads, and sovereign-wealth analysts who need more than a headline—they need the strategic nuance behind the cross-border friction. Lucas and Luna don't pretend to have a crystal ball. They ask: What does a 2.3% effective tariff differential mean for a mid-cap manufacturer's sourcing decision this quarter? How do transfer-pricing rules in one jurisdiction alter the tax efficiency of a regional holding structure? And when a multinational's CEO announces a 'local-for-local' strategy, is that a genuine operational shift or a PR hedge? Each episode leaves the listener with a sharper lens to evaluate their own international exposure and one specific question to watch for in the coming week. #GlobalTrade #CrossBorderDeals #MultinationalOperations #Tariffs #SupplyChainRisk #CFIUS #FDI #TradeCompliance #CurrencyHedging #TransferPricing #EUCarbonBorder #Sanctions #WTO #BilateralInvestment #Logistics #FexingoBusiness #BusinessPodcast #InternationalBusiness Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. 経済学
エピソード
  • How Korean Trade Finance Broke Free from the Dollar
    2026/06/07
    Episode 36 of International Business with Fexingo: Lucas and Luna examine how South Korean companies are bypassing the US dollar in trade finance, using won-denominated contracts and direct swaps with trading partners. With Korea's EWZ ETF down 19.2% in a week amid Iran war fears, the hosts drill into a specific shift: the Korea Exchange's new dollar-won futures market launched in April 2026, which saw $4.2 billion in notional volume in its first month. They discuss how Samsung and Hyundai are now settling parts of their China and Southeast Asia trade in won and yuan, and what this means for the dollar's role as the world's reserve currency. Luna pushes back with data showing the dollar's share of SWIFT payments remains above 85%, while Lucas argues that the margin matters more than the average. A detailed look at one country's quiet efforts to decouple from dollar-denominated trade. #SouthKorea #TradeFinance #DeDollarization #Won #Yuan #KoreaExchange #Samsung #Hyundai #EWZ #SWIFT #DollarDominance #CurrencySwaps #SupplyChains #AsiaTrade #Business #FexingoBusiness #BusinessPodcast #InternationalTrade Keep every episode free: buymeacoffee.com/fexingo
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    7 分
  • How the Strong Dollar Is Crushing Emerging Market Trade Finance
    2026/06/06
    The US dollar index hovers near 119 and emerging market currencies are reeling — South Korea's won has plunged 19 percent in a week, and the iShares MSCI Emerging Markets ETF is down nearly 8 percent. Lucas and Luna explore how dollar-denominated trade credit is becoming prohibitively expensive for importers in Asia and Latin America, squeezing working capital and forcing companies to rethink supply chain financing. With the trade-weighted dollar at multi-decade highs and US import demand still robust, the episode examines specific pain points: Korean auto parts makers facing margin compression, Indian textile exporters scrambling for rupee-based letters of credit, and the quiet rise of yuan-denominated trade settlement as an alternative. A concrete look at how currency mismatches ripple through global commerce. #StrongDollar #EmergingMarkets #TradeFinance #CurrencyRisk #SouthKoreaWon #DollarIndex #SupplyChain #WorkingCapital #YuanTrade #Importers #Exporters #Business #GlobalTrade #FexingoBusiness #BusinessPodcast #InternationalBusiness #Finance #Economics Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • How Digital Trade Documents Are Unlocking 5 Billion Dollars in Working Capital
    2026/06/06
    Global trade finance runs on paper. A single cross-border transaction can generate 36 physical documents, from bills of lading to letters of credit, taking weeks to courier between banks, customs brokers, and freight forwarders. But a quiet regulatory shift in 2025 — the UK's Electronic Trade Documents Act and its adoption by Singapore, Japan, and now the UAE — is finally making digital documents legally equivalent to paper. Lucas and Luna unpack how this change could unlock an estimated $5 billion in trapped working capital globally, using the real example of a mid-sized Indian textile exporter that slashed its letter-of-credit turnaround from 12 days to 48 hours. They also discuss why the US has been slow to adopt similar legislation and what the recent Nasdaq sell-off and surging yen mean for trade finance flows. This is the infrastructure story behind the headlines. #DigitalTradeDocuments #TradeFinance #WorkingCapital #ElectronicTradeDocumentsAct #ETDA #SupplyChain #India #TextileExports #LetterOfCredit #Blockchain #Singapore #Japan #UAE #Nasdaq #Yen #Business #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    10 分
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