May 9, 2023
4月は新興国に98億ドルの資金流入、中国は流出＝ＩＩＦ
Fortun discusses fading benefits from China's reopening and warns that market disruption and political risks could temper subsequent emerging-market inflows.
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Interviews, analysis and commentary in their original language.
303 results
April 12, 2023
Por qué hay caos financiero en Bolivia, según este economista del IIF
The article discusses Fortun's public analysis of Bolivia's financial stress and underlying macroeconomic pressures.
View detailsApril 7, 2023
新興国資金流入、3月は年初来低水準 中国は3カ月連続で増加
Fortun discusses investors' more cautious approach to emerging-market assets as the early-year rally lost momentum.
View detailsMarch 9, 2023
Fluxos para mercados emergentes seguiram fortes em fevereiro, aponta IIF
Fortun warns that restrictive Federal Reserve and European Central Bank policy could slow emerging-market inflows and increase demand for dollar hedges.
View detailsFebruary 16, 2023
新興国資金流入、１月は過去2年で最大＝ＩＩＦ
Fortun links the strong January rebound in emerging-market portfolio inflows to slower interest-rate increases and improved prospects for new bond issuance, alongside renewed demand for Chinese equities.
View detailsFebruary 15, 2023
January flows to emerging markets largest in two years - IIF
Rodrigo Campos reports for Reuters on January 2023's surge in emerging market investment, led by record debt inflows outside China. Jonathan Fortun explains how expectations of slower rate increases and a better outlook reopened access to new borrowing. China's reopening supported equities, but continued Chinese debt outflows and persistent US inflation qualified the recovery.
View detailsJanuary 24, 2023
Pacote tem trajetória de gasto ‘aceitável’, mas não aborda melhoria fiscal duradoura, diz IIF
Coverage of an IIF report coauthored by Fortun examines Brazil's fiscal package, near-term risk premiums and the need for a credible medium-term fiscal outlook.
View detailsJanuary 19, 2023
El año pasado se rompió racha de desinversión del mercado de deuda mexicana: IIF
Foreign investment returned to Mexican bonds in 2022 after two years of net withdrawals. Jonathan Fortun links the late rebound primarily to global interest rates and the dollar, rather than a uniquely Mexican improvement. He also discusses the appeal of local yields and market depth, while expecting only a gradual recovery in emerging market flows.
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