Chinese stocks lead foreign exodus from emerging markets in August -IIF
Fortun examines foreign withdrawals from Chinese stocks and the resulting weakness in overall emerging-market portfolio flows.
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Fortun examines foreign withdrawals from Chinese stocks and the resulting weakness in overall emerging-market portfolio flows.
View detailsFortun explains how lower currency volatility increased the appeal of emerging-market debt as Chinese bonds recorded their first monthly foreign inflow of 2023. He also identifies elections and regional risks that could interrupt the improvement.
View detailsFortun sees improving emerging-market credit prospects as inflation eases, while highlighting elections, regional conditions and external shocks that could weaken momentum.
View detailsFortun and Robin Brooks assess how a possible soft landing could draw investment into emerging markets amid a recovery in distressed sovereign bonds.
View detailsFortun cautions that lower Bolivian risk premiums do not resolve fiscal pressure or the shortage of foreign currency.
View detailsFortun contrasts continuing emerging-market inflows in May with persistent selling of Chinese bonds and limited demand for Chinese equities.
View detailsFortun discusses renewed emerging-market inflows alongside continuing withdrawals from Chinese debt. The report contrasts regional investor demand in May.
View detailsFortun explains why sustained foreign withdrawals from Chinese bonds complicate the yuan's path toward greater use as a reserve currency.
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