Why Emerging Markets Are Splitting Into Winners and Losers

In this episode of The Global Economy Podcast, Lucas and Luna examine the striking divergence in emerging market ETFs as of August 2026. While South Korea's ETF has surged 8 percent in a week and Taiwan's is up nearly 5 percent, China's FXI has fallen 3.7 percent and Brazil's EWZ has dropped 4.3 percent. They dig into the forces behind this split: the trade-weighted dollar easing to 119.1, the yuan holding steady at 6.75 per dollar, and the yen strengthening to 157.5 per dollar. They also explore how supply chain shifts, tariff policies, and domestic politics are rewarding exporters in Asia while punishing commodity-heavy and China-linked markets. The conversation wraps with a look at what this means for investors and the global economy heading into the autumn. #EmergingMarkets #ETFInvesting #SouthKorea #Taiwan #China #Brazil #TradeWar #CurrencyMarkets #GlobalEconomy #Investing #Economics #BusinessPodcast #FexingoBusiness #Finance #MarketAnalysis #SupplyChain #DollarIndex #Yuan Keep every episode free: buymeacoffee.com/fexingo