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Fortun links record emerging-market inflows to vaccine optimism and reduced uncertainty after the US election, while emphasizing that the recovery benefits countries unevenly.
Vaccine, U.S. election news drive record $76.5 billion inflow to EM: IIF
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Research theme
Capital flows
Capital flows explained: how cross border investment is measured, what drives emerging market flows, and Jonathan Fortun’s research on currencies and financing conditions.
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