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。
December’s emerging market portfolio inflows reached $14.4 billion, supported by investment in debt securities. The January 2025 tracker reports $17.6 billion entering debt and $3.1 billion leaving equities, with Chinese equities accounting for $1.3 billion in withdrawals. The figures show positive aggregate flows alongside continued equity weakness.
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 assesses foreign investment in emerging-market stocks and bonds during 2024 and the differing conditions facing investors at the start of 2025.
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。
Fortun assesses dollarization's stabilizing role in Ecuador and the reforms needed to sustain it.
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。
A stronger dollar narrows the room for monetary easing outside the United States. This December 2024 assessment contrasts differing policy paths in advanced economies with the growing influence of Federal Reserve decisions on emerging markets. Persistent core inflation, possible tariff effects and fiscal and geopolitical shifts complicate the choices facing central banks.
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。
Emerging markets received $19.2 billion in portfolio inflows during November, despite substantial equity withdrawals. The December 2024 tracker records $30.4 billion entering debt securities and $11.1 billion leaving equities. Chinese equities saw $5.8 billion in outflows, illustrating how demand for emerging market debt coexisted with weaker appetite for stocks.
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 reviews foreign investment in emerging-market debt and equities during November and the uneven composition of the inflows.
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。
Japan's 2025 outlook balances a recovery in household demand against inflation and external risks. Wage gains support consumption, while yen depreciation complicates monetary normalization. The December 2024 assessment also examines exposure to US tariffs, geopolitical uncertainty and investment in automation, green technology and infrastructure.
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 December 2024 forecast anticipates weaker capital flows to emerging markets in 2025, with China accounting for much of the decline. Slower Federal Reserve easing and a stronger dollar would also raise financing pressures elsewhere. Regional differences and China's deteriorating direct investment balance shape a baseline exposed to substantial downside risks.
論文を読む