How the SpaceX IPO Is Reshaping Emerging Market Tech Investing

This episode examines how SpaceX's historic IPO, expected to price today at a $1.8 trillion valuation, is creating ripple effects across emerging market technology and space-related stocks. Lucas and Luna analyze the data: EM tech ETFs like KWEB and individual Chinese tech giants BABA, JD, and BIDU have diverged sharply this week, with Chinese stocks down 4-6% while broader EM indexes like EEM and VWO rise. They explore why SpaceX's success as a private US company is drawing capital away from Chinese tech, how India's space program and satellite startups could benefit, and what this means for EM tech exposure going forward. The conversation also touches on the trade-weighted dollar index hitting 120.1 and the yuan stabilising at 6.77 per dollar as a backdrop. A focused look at one of the biggest IPO stories of the decade and its surprising impact on emerging markets. #SpaceX #IPO #EmergingMarkets #ChineseTech #BABA #JD #BIDU #EEM #VWO #KWEB #SpaceStocks #TechInvesting #DollarIndex #Yuan #Economics #Business #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo