Fexingo
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 ex-China index tell us about supply-chain reconfiguration? Lucas brings the macro framework and historical...
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Episodes
South Korea ETF Surges on Memory Chip Revival 22.05.2026 8:47
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 past week, defying the broader EM selloff. They explore how the memory chip sector—dominated by Samsung and SK Hynix—is driving a revival, fueled by AI demand and a cyclical upswing in semiconductor prices. The hosts also examine the weak yen...
Mexico Nearshoring Hits a Wall as the Peso Strengthens 22.05.2026 7:44
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 dollar in 2026, Lucas explains why foreign manufacturers are hitting a profitability wall that could shift supply chains to other emerging markets. They discuss specific data points from the iShares MSCI Mexico ETF (EWW), which is up 0.8% in the la...
India ETF INDA Defies EM Slump on Domestic Demand 21.05.2026 8:41
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 tech selloff and a stronger dollar. Lucas and Luna dig into what's driving this resilience: India's booming domestic consumption, its insulation from the trade-war crossfire, and the structural shift as global supply chains diversify away from Chin...
Korea and Taiwan Bear the Brunt of EM Selloff 21.05.2026 8:33
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 hit particularly hard: their deep ties to the semiconductor supply chain and China exposure. They explore the Korea discount, the Taiwan Strait risk premium, and what the Nvidia-Huawei chip battle means for EM tech. Plus, a listener question on whether...
China Tech Selloff What the KWEB Drop Means for Emerging Markets 19.05.2026 5:44
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 plunged 7.3% in five days, with Alibaba, Baidu, and JD all down 7% or more. Lucas explains the driving forces: a strengthening dollar hitting 119.3 on the trade-weighted index, yuan depreciation to 6.81 per dollar, and renewed tariff threats...
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