Why Emerging Market Capital Flows Are Reversing in 2026 episode artwork

EPISODE · Jun 8, 2026 · 9 MIN

Why Emerging Market Capital Flows Are Reversing in 2026

from The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment · host Fexingo

In this episode of The Emerging Markets Podcast, Lucas and Luna dig into the dramatic capital flight hitting emerging markets in June 2026, anchored by South Korea's KOSPI plunge of 7% in a single day and the iShares MSCI Emerging Markets ETF (EEM) dropping 7.8% in a week. They explore how a combination of a strong dollar, rising geopolitical tensions (Iran-Israel strikes), and domestic political instability is driving foreign investors to pull billions out of Korean equities. The hosts contrast Korea's export-driven crash with relatively resilient markets like India and China, and discuss what this means for EM investors going forward. Aswath Damodaran's recent comments on overvalued growth stocks provide a valuation lens. #EmergingMarkets #CapitalFlows #SouthKorea #KOSPI #ForeignInvestment #EEM #VWO #StrongDollar #GeopoliticalRisk #IranIsrael #ExportEconomy #India #China #AswathDamodaran #Valuation #EconomicDivergence #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

In this episode of The Emerging Markets Podcast, Lucas and Luna dig into the dramatic capital flight hitting emerging markets in June 2026, anchored by South Korea's KOSPI plunge of 7% in a single day and the iShares MSCI Emerging Markets ETF (EEM) dropping 7.8% in a week. They explore how a combination of a strong dollar, rising geopolitical tensions (Iran-Israel strikes), and domestic political instability is driving foreign investors to pull billions out of Korean equities. The hosts contrast Korea's export-driven crash with relatively resilient markets like India and China, and discuss what this means for EM investors going forward. Aswath Damodaran's recent comments on overvalued growth stocks provide a valuation lens. #EmergingMarkets #CapitalFlows #SouthKorea #KOSPI #ForeignInvestment #EEM #VWO #StrongDollar #GeopoliticalRisk #IranIsrael #ExportEconomy #India #China #AswathDamodaran #Valuation #EconomicDivergence #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

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Why Emerging Market Capital Flows Are Reversing in 2026

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How long is this episode of The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment?

This episode is 9 minutes long.

When was this The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment episode published?

This episode was published on June 8, 2026.

What is this episode about?

In this episode of The Emerging Markets Podcast, Lucas and Luna dig into the dramatic capital flight hitting emerging markets in June 2026, anchored by South Korea's KOSPI plunge of 7% in a single day and the iShares MSCI Emerging Markets ETF (EEM)...

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