How Indonesia Is Becoming the Next Emerging Markets Manufacturing Hub

Lucas and Luna explore Indonesia's rapid rise as a manufacturing destination, drawing on recent trade data and the country's nickel processing boom. They discuss how Indonesia's value-added export strategy, combined with geopolitical shifts and a stable rupiah, is attracting foreign investment away from China and Vietnam. The episode examines the trade-offs: infrastructure gaps, regulatory hurdles, and environmental costs. Lucas cites the 4.2% five-day gain in the EEM ETF as a backdrop, while noting South Korea's 12.8% rally as a contrast. They also touch on the implications for global supply chains and emerging market investors looking beyond the usual suspects. #Indonesia #EmergingMarkets #Manufacturing #Nickel #SupplyChain #ForeignInvestment #Trade #Economics #EEM #ASEAN #EVBattery #Nearshoring #IndustrialPolicy #GlobalTrade #FexingoBusiness #BusinessPodcast #DevelopingEconomies #LucasAndLuna Keep every episode free: buymeacoffee.com/fexingo