Interviews, analysis and commentary in their original language.
89 results
Fortun highlights the near halt in nonresident investment flows to China as investors reassess geopolitical risk, despite a broader rebound in emerging-market inflows.
View detailsThe article cites Fortun and Sergi Lanau's IIF research on the deficit implications of Lula's proposed spending package.
View detailsFortun and Robin Brooks contribute to an IIF forecast for weak global growth in 2023, with the outlook particularly sensitive to the war in Ukraine.
View detailsFortun comments on an improvement in emerging-market portfolio flows alongside a reassessment of exposure to China.
View detailsFortun identifies the timing of peak inflation and China's economic outlook as key influences on portfolio flows, as emerging markets recover while Chinese debt continues to lose foreign investment.
View detailsFortun links an extended emerging-market outflow cycle to dollar strength and discusses how inflation and China's outlook could shape subsequent flows.
View detailsFortun explains that emerging-market withdrawals had become unusually widespread across regions, unlike earlier episodes when inflows elsewhere provided some offset.
View detailsFortun links a prolonged sequence of emerging-market portfolio outflows with rising global interest rates and inflation pressures.
View details