Interviews, analysis and commentary in their original language.
98 results
Fortun describes the recovery of emerging-market equity allocations while noting continued selectivity in debt markets and persistent differences across assets.
View detailsFortun assesses the financing and credibility constraints on the incoming Bolivian government's gradual stabilization plans.
View detailsCoverage cites Fortun's assessment of Bolivia's depleted public finances and the difficult pace of adjustment facing the next government.
View detailsPortfolio inflows to emerging markets slowed in September 2025 as investors withdrew from Chinese assets while continuing to buy debt elsewhere. Reuters quotes Jonathan Fortun on the increasingly selective nature of these flows: fragile global conditions and geopolitical risks leave demand concentrated in particular markets and dependent on economic conditions.
View detailsFortun explains why Latin American companies listed on Wall Street must be assessed within their macroeconomic context.
View detailsFortun warns that retaining fuel subsidies during low oil prices leaves countries exposed to renewed fiscal pressure.
View detailsFortun highlights deteriorating sentiment toward emerging-market equities outside China despite strong total portfolio inflows.
View detailsFortun assesses Bolivia's exchange-rate pressure and the constraints facing the next president.
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