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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。

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922 件

2020年3月17日IIF

Economic Views: The COVID-19 Shock to EM Flows

英語の概要です。日本語版は順次追加しています。

Real time indicators showed an exceptionally severe flight of capital from emerging markets as the pandemic escalated in March 2020. Jonathan Fortun and Sergi Lanau compare the outflows with earlier global and Asian crises. They anticipated reserve losses and narrower current account deficits as access to external financing contracted.

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2020年3月12日

Valor Econômico 専門家コメント 原題: IIF alerta para risco de “parada súbita” nos mercados financeiros

IIF alerta para risco de “parada súbita” nos mercados financeiros

英語の概要です。日本語版は順次追加しています。

Valor reports Fortun and Robin Brooks's warning that the pandemic could produce an abrupt interruption in global financing.

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2020年3月10日

EL PAÍS Brasil 専門家コメント 原題: Coronavírus desata, em 45 dias, a maior fuga de capitais da história entre emergentes. Brasil é o que mais sofre

Coronavírus desata, em 45 dias, a maior fuga de capitais da história entre emergentes. Brasil é o que mais sofre

英語の概要です。日本語版は順次追加しています。

Fortun comments on the exceptional scale of early-pandemic capital flight and the particular exposure of Brazil and other Latin American economies.

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2020年3月4日

The National 専門家コメント 原題: Capital flows to emerging markets see 'dramatic collapse' as virus spreads

Capital flows to emerging markets see 'dramatic collapse' as virus spreads

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 and Benjamin Hilgenstock's IIF analysis of the abrupt deterioration in emerging-market investment flows as the pandemic spread.

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2020年2月27日

Money Times 言及 原題: Coronavírus: Brasil é um dos poucos que pode “vacinar” a economia com crédito

Coronavírus: Brasil é um dos poucos que pode “vacinar” a economia com crédito

英語の概要です。日本語版は順次追加しています。

Coverage of a study by Fortun and Robin Brooks explores the relationship between credit expansion and economic activity in Brazil and other emerging economies.

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2020年2月20日IIF

Global Macro Views: Credit Expansion in Turkey

英語の概要です。日本語版は順次追加しています。

Repeated credit expansions supported Turkey’s growth while weakening its external balance. Jonathan Fortun, Robin Brooks and Ugras Ulku trace how the 2017 boom widened the current account deficit ahead of the 2018 sudden stop, and how renewed lending in early 2019 again worsened external dynamics. Writing in February 2020, they warned that another expansion appeared underway, adding balance of payments risks with likely smaller growth benefits.

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2020年1月30日IIF

Global Macro Views: The EM Investment Slump

英語の概要です。日本語版は順次追加しています。

Weak investment threatened to make the emerging market growth slowdown more persistent in January 2020. Jonathan Fortun and Robin Brooks survey investment across emerging economies and find aggregate growth in investment near zero. Turkey, Argentina and Mexico showed especially pronounced weakness, linking the broader stagnation debate to the accumulation of productive capacity.

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2020年1月23日IIF

GMV: Crisis versus Secular Stagnation EMs

英語の概要です。日本語版は順次追加しています。

Weak emerging market growth reflected two different problems: acute crises and a more persistent investment slowdown. Jonathan Fortun and Robin Brooks distinguish these groups in their January 2020 assessment. They focus on Mexico and South Africa, where weak investment risked turning a recent slowdown into a structural constraint on growth.

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