EPISODE · Jun 9, 2026 · 10 MIN
Why EM Dividends Are the New Safe Haven in 2026
from The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment · host Fexingo
With emerging market stocks down sharply in June 2026, Lucas and Luna explore a surprising bright spot: dividend-paying EM companies. They examine how firms in Brazil, South Africa, and Saudi Arabia are offering yields that rival or beat developed-market bonds, while currency depreciation amplifies dollar-denominated returns for foreign investors. Using real data from the week's selloff, they discuss why dividend strategies may be more resilient than growth stocks in the current environment, and what the shift from capital appreciation to income says about risk appetite in the asset class. #EmergingMarkets #Dividends #EMDividends #ETFs #SaudiArabia #Brazil #SouthAfrica #Petrobras #SaudiAramco #ValueInvesting #IncomeInvesting #StockMarketSelloff #June2026 #CapitalFlows #Yield #FexingoBusiness #BusinessPodcast #InvestingStrategy Keep every episode free: buymeacoffee.com/fexingo
What this episode covers
With emerging market stocks down sharply in June 2026, Lucas and Luna explore a surprising bright spot: dividend-paying EM companies. They examine how firms in Brazil, South Africa, and Saudi Arabia are offering yields that rival or beat developed-market bonds, while currency depreciation amplifies dollar-denominated returns for foreign investors. Using real data from the week's selloff, they discuss why dividend strategies may be more resilient than growth stocks in the current environment, and what the shift from capital appreciation to income says about risk appetite in the asset class. #EmergingMarkets #Dividends #EMDividends #ETFs #SaudiArabia #Brazil #SouthAfrica #Petrobras #SaudiAramco #ValueInvesting #IncomeInvesting #StockMarketSelloff #June2026 #CapitalFlows #Yield #FexingoBusiness #BusinessPodcast #InvestingStrategy Keep every episode free: buymeacoffee.com/fexingo
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Why EM Dividends Are the New Safe Haven in 2026
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