Interviews, analysis and commentary in their original language.
89 results
Fortun attributes pressure on emerging-market portfolio flows to fears of recession, inflation, tighter monetary conditions and geopolitical risk. Reuters separates renewed Chinese inflows from withdrawals elsewhere in the third consecutive month of net selling.
View detailsFortun discusses how lockdowns, currency weakness and geopolitical concerns contributed to foreign withdrawals from China. Reuters reports a second consecutive month of emerging-market portfolio outflows and distinguishes equity selling from continued demand for debt outside China.
View detailsFortun explains the divergence between foreign inflows into China and withdrawals from other emerging markets in January.
View detailsFortun links the slowdown in emerging-market portfolio inflows to weaker currencies, expectations of earlier Federal Reserve tightening and concern over a new coronavirus variant.
View detailsFortun discusses how tighter policy conditions weighed on emerging-market equities while portfolio inflows slowed in October.
View detailsFortun connects foreign selling of Turkish debt to uncertainty over the lira and rising perceptions of risk after the central bank began cutting interest rates. Reuters also examines how the policy shift interrupted an earlier recovery in foreign equity flows.
View detailsFortun assesses the return of foreign outflows from emerging-market assets outside China and the risks posed by global policy changes.
View detailsFortun warns that Federal Reserve tapering could tighten global financial conditions, while judging contagion risks less severe than in earlier emerging-market sell-offs.
View details