研究から広がる視点と考察。
主な各カテゴリーの最近の掲載分から、日本語の概要を追加しています。原典のタイトルは原語のまま掲載し、未翻訳の概要は英語で表示します。
920 件
英語の概要です。日本語版は順次追加しています。
The article cites Fortun's analysis of persistent deficits, limited liquid reserves and falling energy-export revenue behind Bolivia's credit deterioration.
詳細を見る英語の概要です。日本語版は順次追加しています。
Capital continues to cross borders despite slower growth and a more fragmented policy environment. This June 2025 report finds recovering emerging market portfolio flows alongside resilient direct investment in India, Brazil and the Gulf. Currency differences and real interest rates shape returns, while institutional strength increasingly determines which economies attract investment amid trade and geopolitical uncertainty.
論文を読む英語の概要です。日本語版は順次追加しています。
Fortun discusses currency shortages, election pressures and international oil risks in Bolivia's inflation outlook.
詳細を見る英語の概要です。日本語版は順次追加しています。
The June 2025 escalation between Israel and Iran raises risks through energy prices, freight costs and financial markets. Higher insurance costs and longer delivery times expose trade vulnerabilities, while dollar demand and currency volatility pressure emerging markets. Baseline forecasts initially remain unchanged, but a downside scenario brings weaker growth and less room for monetary easing.
論文を読む英語の概要です。日本語版は順次追加しています。
The June 2025 outlook projects global growth slowing to 2.7 percent from 3.1 percent in 2024. A sharper US slowdown, muted activity in Europe and Japan, and China’s reliance on policy support leave the recovery uneven. Emerging economies remain broadly resilient, but investment decisions become more sensitive to differences in domestic policy.
論文を読む英語の概要です。日本語版は順次追加しています。
Fortun describes a cautious recovery in May portfolio inflows, with investors choosing selectively among emerging markets amid global uncertainty.
詳細を見る英語の概要です。日本語版は順次追加しています。
May brought a recovery in emerging market portfolio inflows to $19.2 billion. The June release records $10.8 billion entering debt and $8.4 billion entering equities. China again drove debt flows, while continued strength in bonds denominated in local currencies provided another sign of investor demand.
論文を読む英語の概要です。日本語版は順次追加しています。
Fortun describes May's return to positive inflows as a cautious improvement, with investors allocating selectively according to domestic policy credibility and exposure to trade disruption.
詳細を見る