Why the Weakening Dollar Is Splitting Emerging Markets

The trade-weighted dollar has slipped to 120.7, its lowest since early 2025, but not all emerging markets are benefiting equally. Lucas and Luna break down why Chinese ETFs are up 4.6% in a week while India and South Korea ETFs are sliding. They trace the divergence to two forces: China's producer inflation hitting a near-four-year high while consumer prices stay soft, and the reality that a weaker dollar only helps countries that aren't already struggling with their own currency depreciation. The episode also explores how Europe's reluctant dependence on Chinese air conditioners reveals the limits of rebalancing trade with Beijing. Specific numbers, real ETF tickers, and a clear framework for understanding the split. #WeakeningDollar #EmergingMarkets #ChinaETF #IndiaETF #SouthKoreaETF #TradeWeightedDollar #ProducerInflation #ConsumerPrices #EurozoneTrade #TradeBalance #CurrencyDivergence #FXI #INDA #EWY #Economics #GlobalTrade #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo