Why Emerging Markets Are Splitting Into Winners and Losers

In this episode, Lucas and Luna drill into the growing divergence among emerging market ETFs in August 2026. While broad indexes like the VWO and EEM have slipped about one and a half percent over the past week, the real story is underneath: South Korea's ETF is down nearly three percent, Mexico's is off almost as much, while China and Brazil have held up far better. They unpack what's driving this split, from the stronger dollar and rising Treasury yields to local politics and trade tensions. They also look at the latest US trade numbers, where the deficit narrowed to seventy-three billion dollars in June, and why that might be reshaping capital flows. If you've ever wondered why your emerging market fund seems to move in mysterious ways, this episode explains the forces behind the dispersion and what to watch next. #EmergingMarkets #ETFs #Korea #Mexico #China #Brazil #DollarStrength #TradeDeficit #GlobalEconomy #Economics #Investing #MarketDivergence #VWO #EEM #LucasAndLuna #FexingoBusiness #BusinessPodcast #GlobalTrade Keep every episode free: buymeacoffee.com/fexingo