Jonathan Fortun

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March 14, 2025

Newsweek Japan (Reuters) Quoted expert Original title: 新興国証券、2月は外国人が159億ドル買い越し　中国株に大幅資金流入

新興国証券、2月は外国人が159億ドル買い越し　中国株に大幅資金流入

Fortun highlights divergence between Chinese equities and other emerging-market stocks in February, alongside continuing regulatory and geopolitical concerns.

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January 27, 2025

Newsweek Japan (Reuters) Quoted expert Original title: 外国人の新興国市場投資、昨年は2735億ドルの流入超＝ＩＩＦ

外国人の新興国市場投資、昨年は2735億ドルの流入超＝ＩＩＦ

Fortun assesses how dollar strength and high US yields constrained emerging-market assets in 2024 and what could support a durable recovery.

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November 15, 2024

InfoMoney Mention Original title: Ações de emergentes registram maior saída mensal de estrangeiros desde 2020

Ações de emergentes registram maior saída mensal de estrangeiros desde 2020

InfoMoney, citing Reuters, reports that foreign investors pulled the most from emerging market equities in October since early 2020, though bond inflows more than offset it, per IIF data. Jonathan Fortun said investor confidence in China stays low despite targeted easing, and that dollar strength worries heightened risk aversion in equities. He added that yield differentials and rate paths could increasingly favor emerging market debt over stocks as global risk aversion rises.

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November 15, 2024

CNN Brasil Mention Original title: Ações de emergentes registram maior saída mensal de estrangeiros desde 2020 | CNN Brasil

Ações de emergentes registram maior saída mensal de estrangeiros desde 2020 | CNN Brasil

CNN Brasil published this Portuguese article on 2024-11-15. It mentions Jonathan Fortun in an IIF economics context. Read the original source for the complete reporting.

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November 15, 2024

Forbes Brasil Quoted expert Original title: Com Dólar se Fortalecendo, Mercados Emergentes Perdem Investimentos

Com Dólar se Fortalecendo, Mercados Emergentes Perdem Investimentos

Portuguese coverage quotes Fortun on the stronger dollar and changing investor allocations between emerging-market debt and equities.

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September 17, 2024

Newsweek Japan (Reuters) Quoted expert Original title: 新興国株式・債券市場、8月の海外からの投資は309億ドル＝ＩＩＦ

新興国株式・債券市場、8月の海外からの投資は309億ドル＝ＩＩＦ

Fortun explains how expectations of Federal Reserve rate cuts supported strong investment in emerging-market bonds in August.

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June 7, 2024

Newsweek Japan (Reuters) Quoted expert Original title: 海外勢の新興国証券投資、5月は55億ドルの買い越し＝ＩＩＦ

海外勢の新興国証券投資、5月は55億ドルの買い越し＝ＩＩＦ

Fortun explains how expectations of prolonged high US interest rates and greater volatility slowed emerging-market inflows in May.

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May 31, 2024

Newsweek Japan (Reuters) Quoted expert Original title: 海外勢の新興国債券・株式投資、4月は6カ月ぶり流出超

海外勢の新興国債券・株式投資、4月は6カ月ぶり流出超

Fortun attributes April's equity outflows to a more restrictive Federal Reserve outlook and discusses whether Chinese stimulus could improve demand.

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