Interviews, analysis and commentary in their original language.
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Fortun describes emerging-market inflows as increasingly concentrated and dependent on conditions, with Latin America holding up better than Asia and Eastern Europe.
View detailsFortun highlights a reversal in sentiment toward emerging-market equities outside China despite strong aggregate portfolio inflows.
View detailsFortun discusses how high local interest rates, steadier exchange rates and a weaker dollar supported emerging-market debt demand. He also describes the contribution of passive fund allocations as Reuters reports strong July portfolio inflows.
View detailsJonathan Fortun discusses investor interest in the Gulf and Saudi Arabia's growing role as an issuer of dollar-denominated debt.
View detailsFortun 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.
View detailsThe article cites Fortun and Marcello Estevao's IIF assessment of a policy-driven US slowdown within a broader discussion of Federal Reserve independence and international spillovers.
View detailsFortun highlights the divergence between Chinese equities and other emerging-market stocks, while noting regulatory and geopolitical risks.
View detailsFortun assesses foreign investment in emerging-market stocks and bonds during 2024 and the differing conditions facing investors at the start of 2025.
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