海外勢の新興国証券投資、3月は327億ドルの買い越し=IIF
Fortun explains how bond issuance, carry trades and demand for local-currency debt supported March inflows, while US policy uncertainty clouded the outlook.
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Fortun explains how bond issuance, carry trades and demand for local-currency debt supported March inflows, while US policy uncertainty clouded the outlook.
View detailsZonebourse published this French article on 2024-04-23. It mentions Jonathan Fortun in an IIF economics context. Read the original source for the complete reporting.
View detailsFortun identifies expectations of a more accommodative Federal Reserve as a prospective driver of emerging-market inflows after strong January bond issuance.
View detailsFortun links stronger local-currency debt returns and inflows outside China to easing inflation concerns and expectations of lower interest rates.
View detailsFortun relates record Chinese equity outflows to weak sentiment about China's economic challenges and skepticism toward measures to support growth.
View detailsChinese equities drove emerging market portfolio withdrawals in August 2023 as disappointment over growth and policy support unsettled investors. Jonathan Fortun links the outflows to doubts about China’s recovery, while explaining why lower currency volatility continued to attract foreign investors to local debt markets outside China.
View detailsFortun sees improving emerging-market credit prospects as inflation eases, while highlighting elections, regional conditions and external shocks that could weaken momentum.
View detailsFortun contrasts continuing emerging-market inflows in May with persistent selling of Chinese bonds and limited demand for Chinese equities.
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