February 8, 2024
海外勢の新興国債券・株式投資、1月は流入超 中国は売り越し
Fortun identifies expectations of a more accommodative Federal Reserve as a prospective driver of emerging-market inflows after strong January bond issuance.
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Interviews, analysis and commentary in their original language.
303 results
January 11, 2024
Foreigners pile $29 billion into EM portfolios in December, $179 billion in 2023 -IIF
Fortun reviews a year-end recovery in foreign investment across emerging-market portfolios and the distribution between stocks and bonds.
View detailsDecember 18, 2023
Oil could reach $100 a barrel in 2024, says economist
Jonathan Fortun discusses geopolitical risks and the possibility that oil prices could reach $100 a barrel in 2024.
View detailsDecember 13, 2023
Foreigners shovel $43.4 billion into EM portfolios in November – IIF
Fortun links stronger local-currency debt returns and inflows outside China to easing inflation concerns and expectations of lower interest rates.
View detailsDecember 13, 2023
Les investisseurs étrangers ont injecté 43,4 milliards de dollars dans les portefeuilles des marchés émergents en novembre - IIF
Fortun links stronger local-currency debt returns and inflows outside China to easing inflation concerns and expectations of lower interest rates.
View detailsOctober 13, 2023
Foreigners pull $13.8 billion from EM portfolios in September -IIF
Fortun links September withdrawals from emerging-market portfolios to higher sovereign yields and expectations that interest rates would stay elevated. The Reuters report separates continued Chinese debt outflows from flows into other developing economies.
View detailsSeptember 14, 2023
中国株、海外勢が8月に149億ドル売り越し 15年以降で最大＝ＩＩＦ
Fortun relates record Chinese equity outflows to weak sentiment about China's economic challenges and skepticism toward measures to support growth.
View detailsSeptember 13, 2023
Les actions chinoises sont à l'origine de l'exode des investisseurs étrangers des marchés émergents en août - IIF
Chinese 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.
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