Why Brazil ETFs Are Outperforming China ETFs in 2026

In this episode, Lucas and Luna explore why Brazil ETFs like EWZ have rallied nearly 2% in the past week while China ETFs like FXI have dropped over 2%. They dive into the diverging fortunes of commodity exporters versus tech exporters, examine how the trade-weighted dollar index at 120.9 is boosting Brazil's commodity-driven economy, and discuss how China's widening export curbs on Japan are reshaping supply chains. The hosts also touch on how emerging market investors are rotating toward resource-rich nations amid global uncertainty. Plus, a brief reflection on how independent economics podcasts like this one stay ad-free thanks to listener support at buy me a coffee dot com slash fexingo. #Brazil #China #EWZ #FXI #EmergingMarkets #Commodities #TradeWar #SupplyChain #DollarIndex #GlobalEconomy #ETF #Investment #Economics #FexingoBusiness #BusinessPodcast #LucasAndLuna #MarketRotation #ExportCurbs Keep every episode free: buymeacoffee.com/fexingo