Jonathan Fortun

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98 results

May 9, 2023

Newsweek Japan (Reuters) Quoted expert Original title: 4月は新興国に98億ドルの資金流入、中国は流出＝ＩＩＦ

4月は新興国に98億ドルの資金流入、中国は流出＝ＩＩＦ

Fortun discusses fading benefits from China's reopening and warns that market disruption and political risks could temper subsequent emerging-market inflows.

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April 7, 2023

Newsweek Japan (Reuters) Quoted expert Original title: 新興国資金流入、3月は年初来低水準　中国は3カ月連続で増加

新興国資金流入、3月は年初来低水準　中国は3カ月連続で増加

Fortun discusses investors' more cautious approach to emerging-market assets as the early-year rally lost momentum.

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March 9, 2023

CNN Brasil (Reuters) Quoted expert Original title: Fluxos para mercados emergentes seguiram fortes em fevereiro, aponta IIF

Fluxos para mercados emergentes seguiram fortes em fevereiro, aponta IIF

Fortun warns that restrictive Federal Reserve and European Central Bank policy could slow emerging-market inflows and increase demand for dollar hedges.

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February 16, 2023

Newsweek Japan (Reuters) Quoted expert Original title: 新興国資金流入、１月は過去2年で最大＝ＩＩＦ

新興国資金流入、１月は過去2年で最大＝ＩＩＦ

Fortun links the strong January rebound in emerging-market portfolio inflows to slower interest-rate increases and improved prospects for new bond issuance, alongside renewed demand for Chinese equities.

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January 24, 2023

Valor Econômico Quoted expert Original title: Pacote tem trajetória de gasto ‘aceitável’, mas não aborda melhoria fiscal duradoura, diz IIF

Pacote tem trajetória de gasto ‘aceitável’, mas não aborda melhoria fiscal duradoura, diz IIF

Coverage of an IIF report coauthored by Fortun examines Brazil's fiscal package, near-term risk premiums and the need for a credible medium-term fiscal outlook.

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January 11, 2023

Forbes Brasil (Reuters) Mention Original title: Fluxo de investimentos a mercados emergentes tem forte queda, diz IIF

Fluxo de investimentos a mercados emergentes tem forte queda, diz IIF

The article cites Fortun's IIF report on the sharp decline in 2022 emerging-market investment and remaining risks despite hopes of a Fed policy shift.

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December 8, 2022

Zonebourse Mention Original title: Les marchés émergents enregistrent en novembre les flux de capitaux étrangers les plus importants depuis juin 2021 - IIF

Les marchés émergents enregistrent en novembre les flux de capitaux étrangers les plus importants depuis juin 2021 - IIF

Reuters reports a rebound in emerging market portfolio inflows in November 2022, even as investors continued withdrawing from Chinese debt. Jonathan Fortun links the weakness in foreign investment into China to greater concern about geopolitical risk. The contrast shows why a broad recovery in flows need not imply renewed confidence across every market.

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November 9, 2022

Newsweek Japan (Reuters) Quoted expert Original title: 新興国資金フロー、10月は92億ドル流入　中国からは流出＝ＩＩＦ

新興国資金フロー、10月は92億ドル流入　中国からは流出＝ＩＩＦ

Fortun examines the investment-strategy shifts behind continued Chinese outflows despite a broader recovery in emerging-market inflows.

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