『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 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
  • Why Korean Stocks Are Crashing While EM Diverges

    Why Korean Stocks Are Crashing While EM Diverges
    2026/06/07
    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 export slowdown, China exposure, and the Iran war hitting semiconductor supply chains. They contrast Korea's pain with India and Brazil holding up, and ask whether this is a buying opportunity or a structural reset. Plus: how the trade-weighted dollar index slipping to 118.9 changes the calculus for EM investors. #SouthKorea #EmergingMarkets #EWY #KOSPI #Semiconductors #Exports #IranWar #ChinaExposure #EMDivergence #India #Brazil #TradeWeightedDollar #StrongDollar #FexingoBusiness #BusinessPodcast #Economics #EMInvesting #SupplyChain Keep every episode free: buymeacoffee.com/fexingo
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    13 分
  • Why South Africa Is Becoming the EM Gateway in 2026

    Why South Africa Is Becoming the EM Gateway in 2026
    2026/06/06
    South Africa is re-emerging as a critical gateway to African markets, with the African Continental Free Trade Area (AfCFTA) accelerating trade and investment. In this episode, Lucas and Luna explore how Johannesburg is becoming a hub for logistics, finance, and manufacturing, drawing companies from China, Europe, and the US. They discuss the country's infrastructure upgrades, the role of the rand in regional trade, and why investors see South Africa as a proxy for the continent's growth. With the EEM down 7.8% in the past five days and the trade-weighted dollar index slipping to 118.9, the hosts examine whether South Africa can buck the emerging market sell-off and offer a diversification play. Specific data points include the surge in container traffic at Durban port and the expansion of Chinese EV assembly plants in the Eastern Cape. The episode also touches on the political stability under the new coalition government and the risks of load-shedding. A must-listen for anyone tracking the shifting dynamics of global supply chains and the role of the Global South. #SouthAfrica #EmergingMarkets #AfCFTA #Trade #Investing #SupplyChain #DurbanPort #ChineseEVs #Rand #Johannesburg #Infrastructure #GlobalTrade #Africa #Manufacturing #Economics #FexingoBusiness #BusinessPodcast #EMPodcast Keep every episode free: buymeacoffee.com/fexingo
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    9 分
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