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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Fortun assesses how dollar strength and high US yields constrained emerging-market assets in 2024 and what could support a durable recovery.
View detailsFortun assesses foreign investment in emerging-market stocks and bonds during 2024 and the differing conditions facing investors at the start of 2025.
View detailsFortun assesses dollarization's stabilizing role in Ecuador and the reforms needed to sustain it.
View detailsFortun reviews foreign investment in emerging-market debt and equities during November and the uneven composition of the inflows.
View detailsFortun examines the trade costs of Bolivia's landlocked geography alongside domestic logistical, institutional and economic constraints.
View detailsInfoMoney, 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.
View detailsCNN 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.
View detailsPortuguese coverage quotes Fortun on the stronger dollar and changing investor allocations between emerging-market debt and equities.
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