January 12, 2023
De los mercados emergentes, solo América Latina atrajo inversiones en diciembre
Fortun assesses Latin America's relative appeal within emerging markets and the risks surrounding a possible Federal Reserve pivot.
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Interviews, analysis and commentary in their original language.
303 results
January 12, 2023
LatAm Lured Cash as Wall Street Ignored Other Emerging Markets
The article contrasts Latin America's December inflows with withdrawals elsewhere. Fortun cautions that risks remain across emerging markets despite expectations of a Federal Reserve pivot.
View detailsJanuary 11, 2023
December trickle seals sharp drop in 2022 emerging-market fund flows -IIF
Foreign investment in emerging-market portfolios fell sharply in 2022. The article cites Fortun's IIF report on interest rates, the dollar and uneven regional flows.
View detailsJanuary 11, 2023
Fluxo de investimentos a mercados emergentes tem forte queda, diz IIF
The article cites Fortun's IIF report on the sharp decline in 2022 emerging-market investment and remaining risks despite hopes of a Fed policy shift.
View detailsDecember 8, 2022
Les marchés émergents enregistrent en novembre les flux de capitaux étrangers les plus importants depuis juin 2021 - IIF
Reuters reports a rebound in emerging market portfolio inflows in November 2022, even as investors continued withdrawing from Chinese debt. Jonathan Fortun links the weakness in foreign investment into China to greater concern about geopolitical risk. The contrast shows why a broad recovery in flows need not imply renewed confidence across every market.
View detailsDecember 8, 2022
IIF: déficit fiscal de México, presionado por pago de intereses y más gasto social
Fortun discusses how interest costs and social spending affect Mexico's fiscal outlook in a regional IIF assessment.
View detailsDecember 8, 2022
Emerging markets November foreign inflows most since June 2021 – IIF
Fortun highlights the near halt in nonresident investment flows to China as investors reassess geopolitical risk, despite a broader rebound in emerging-market inflows.
View detailsDecember 6, 2022
Plan de gastos de Lula es una señal política ‘verdaderamente problemática’: IIF
The article cites Fortun and Sergi Lanau's IIF research on the deficit implications of Lula's proposed spending package.
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