Interviews, analysis and commentary in their original language.
303 results
The article reports on IIF analysis coauthored by Fortun about carry-trade unwinding, currency volatility and the policy buffers available in Latin America.
View detailsFortun discusses how new borrowing by South Korea, Turkey and Mexico supported July portfolio inflows into emerging markets. He also considers how prospective US monetary easing and the unwinding of yen-funded carry trades could affect demand.
View detailsFortun comments on Bolivia's shortage of dollars and the behavior of households seeking access to foreign currency.
View detailsFortun assesses the strength of Asian investment flows as emerging-market portfolios record another month of foreign inflows.
View detailsFortun discusses structural fiscal changes, diversification and investment needed to address Bolivia's dollar shortage.
View detailsBloomberg reports that the United States attracted almost a third of cross-border investment after the pandemic, supported by higher interest rates and industrial incentives. Jonathan Fortun explains that this concentration has reduced the money reaching emerging markets.
View detailsFortun explains how expectations of prolonged high US interest rates and greater volatility slowed emerging-market inflows in May.
View detailsFortun explains why high US interest rates and market volatility were weakening emerging-market portfolio inflows despite another positive month. He discusses demand for local-currency debt and the conditions under which Chinese equities could recover.
View details