December 13, 2024
Foreigners add $19.2 billion to EM portfolios in November, IIF says
Fortun reviews foreign investment in emerging-market debt and equities during November and the uneven composition of the inflows.
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Interviews, analysis and commentary in their original language.
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November 15, 2024
EM stocks see largest foreign monthly outflow since 2020, bonds hang on
Fortun explains how weak confidence in China and a stronger dollar increase aversion to emerging-market equities while making debt comparatively more attractive.
View detailsNovember 4, 2024
Current Account with Clay Lowery - Episode 88: A Panoply of Surprises - Update on Japanese Economic and Political Developments
Fortun joins Clay Lowery to discuss Japanese elections, Bank of Japan measures and the implications of recent economic and political developments.
View detailsNovember 4, 2024
Episode 88 – A Panoply of Surprises - Update on Japanese Economic and Political Developments
A conversation with Clay Lowery about Japan's elections, monetary policy and international implications.
View detailsSeptember 16, 2024
Foreigners pour $31 billion into EM portfolios in August, with Fed in sight -IIF
Fortun discusses emerging-market inflows as investors anticipate changes in Federal Reserve policy and reassess portfolio allocations.
View detailsAugust 8, 2024
Foreigners added US$36.5 billion to EM portfolios in July, IIF says
Fortun discusses how new borrowing by South Korea, Turkey and Mexico supported July portfolio inflows into emerging markets. He also considers how prospective US monetary easing and the unwinding of yen-funded carry trades could affect demand.
View detailsJuly 10, 2024
Asia leads as EM portfolios see 8th consecutive month of inflows -IIF
Fortun assesses the strength of Asian investment flows as emerging-market portfolios record another month of foreign inflows.
View detailsJune 17, 2024
US has taken almost one third of global capital flow since Covid
Bloomberg reports that the United States attracted almost a third of cross-border investment after the pandemic, supported by higher interest rates and industrial incentives. Jonathan Fortun explains that this concentration has reduced the money reaching emerging markets.
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