
Every morning, Lucas and Luna dissect the forces reshaping the developing world — from Vietnam’s manufacturing ascent to Nigeria’s fintech revolution. Grounded in fresh data from central bank releases, IMF forecasts, and emerging-market equity flows, each episode examines one specific economy or cross-border trend: Why has India’s services PMI diverged from its manufacturing index? Can Indonesia’s... more
| Publishes | Daily | Episodes | 123 | Founded | 2 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||

The 2026 World Cup is drawing to a close, and FIFA is emerging as a $9 billion winner. But what does that mean for emerging market economies? Lucas and Luna drill into the tournament's economic impact on host nations — from infrastructure spending to... more
Lucas and Luna break down the surprising divergence in emerging market ETFs this week — while China-linked funds like FXI and KWEB are up over 2%, broader funds EEM and VWO are down nearly 2%. They explore what's driving this split: the strong dollar... more
China's yuan is quietly gaining traction as a reserve currency in emerging markets, challenging the dollar's dominance. This episode explores the recent BRICS expansion and trade settlement agreements that have boosted yuan reserves. We look at speci... more
Lucas and Luna explore how emerging economies are building their own domestic payment systems to reduce reliance on global networks like Visa and Mastercard. With India's UPI processing 13 billion transactions in June 2026 and Brazil's Pix handling 8... more
Indonesia has transformed from a raw nickel exporter into a global hub for EV battery production. Lucas and Luna break down how a controversial export ban, Chinese investment, and a processing boom have shifted the supply chain. They look at the numb... more
Episode 118 looks beyond the big EM ETF flows to examine a quiet revolution: emerging markets building domestic payment systems that bypass the dollar-denominated card networks. Lucas and Luna use Taiwan’s recent 4.8% sell-off and India’s UPI as entr... more
South Korea's export-driven economy has been a model for emerging markets, but in July 2026, the numbers tell a different story. The iShares MSCI South Korea ETF (EWY) has dropped 11% in the past five days, and the trade-weighted dollar is easing. Lu... more
South Korea's KOSPI index has fallen more than 11% in five days through July 16, 2026, as trade data reveals a deepening imbalance. The trade-weighted US dollar remains near historic highs, yet demand for Korean semiconductors and autos is flagging. ... more
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #234 |








Listeners, social reach, demographics and more for this podcast.
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Two hosts deliver data-driven analysis on developing markets, focusing on macro frameworks, policy shifts, and country-specific investment theses. Episodes cover topics such as Africa's intra-regional trade dynamics, AI-driven tech cycles in Korea, the role of AFCFTA in supply chains, commodity curve signals for EM risk, and China, India, and Southeast Asia narratives. They balance global macro context with on-the-ground investor math, spotlighting named companies and tangible data (central banks, IMF forecasts, equity flows) to help portfolio managers and strategists sharpen exposure to growth, debt, and commodity cycles without hype. Notably, the show frequently pairs a broad macro lens with granular country or sector signals, emphasizing... more
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this podcast launched 2 months ago and published 123 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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