The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
- No. of episodes
- 96
- Latest episode
- 2026-07-06
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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 #BusinessPodcastKeep every episode free: buymeacoffee.com/fexingo