Fexingo

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

Business EN ↓ 106 episodes

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 C...

Author

Fexingo

Category

Business

Podcast website

www.fexingo.com

Latest episode

Jul 11, 2026

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Episodes

India's Digital Public Infrastructure Goes Global 23.05.2026

In this episode of International Business with Fexingo, Lucas and Luna explore how India is exporting its digital public infrastructure—the so-called 'India Stack'—to developing countries. From unified payments interfaces to open credit systems, India's model is reshaping financial inclusion and digital governance in Africa and Southeast Asia. Lucas breaks down the recent partnership between India...

South Korea's Chip Dominance Reshapes Global Supply Chains 22.05.2026

In this episode of International Business with Fexingo, Lucas and Luna explore how South Korea has become the linchpin of global semiconductor supply chains, especially after export controls reshaped trade. As of May 22, 2026, the iShares MSCI South Korea ETF (EWY) has rallied 5.3% in the past five days, reflecting investor confidence in Korean chipmakers like Samsung and SK Hynix. The conversatio...

The Strong Dollar Is Squeezing Emerging Markets Again 22.05.2026

The US dollar is at a 20-year high, and emerging markets are feeling the pain. In this episode of International Business with Fexingo, Lucas and Luna unpack how a stronger dollar—now trading above 6.8 yuan and near 159 yen—is tightening financial conditions in developing economies. They focus on India, where the rupee is under pressure and foreign investors have pulled $12 billion from local stock...

How Taiwan's EV Supply Chain Defies US Tariff Logic 21.05.2026

While US trade policy fixates on China and chip bans, a quiet transformation is underway in Taiwan's electric vehicle supply chain. Episode 3 of International Business with Fexingo unpacks how Taiwanese EV parts makers—from Foxconn to smaller tier-one suppliers—are navigating tariff threats, the US-China tech war, and the shift to localized production. Lucas and Luna examine a $4.4 billion bet on...

Why Nvidia Conceded China's AI Chip Market to Huawei 21.05.2026

Nvidia has effectively waved the white flag in China's AI chip market, conceding that domestic rival Huawei now dominates the segment. In this episode, Lucas and Luna unpack Nvidia's own words from its latest earnings call — specifically the admission that it has 'largely conceded' the Chinese market — and examine what this means for the broader semiconductor trade war. They connect the news to th...

Emerging Markets Are Getting Crushed Here Is Why 19.05.2026

In the debut episode of International Business with Fexingo, Lucas and Luna look at one stark number: the iShares MSCI South Korea ETF (EWY) down 7.7% in a single week, and the broader emerging-market selloff that has erased over 4% from the VWO. They trace the root cause to the surging dollar—the trade-weighted dollar index at 119.3, its highest in years—and explain why a strong dollar is a wreck...

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