December 6, 2022
Lula’s Plan to Change Spending Cap Rules Will Swell Brazil’s Deficit: 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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Interviews, analysis and commentary in their original language.
303 results
November 28, 2022
Global growth to be as weak next year as 2009, IIF forecasts
Fortun and Robin Brooks contribute to an IIF forecast for weak global growth in 2023, with the outlook particularly sensitive to the war in Ukraine.
View detailsNovember 9, 2022
新興国資金フロー、10月は92億ドル流入 中国からは流出＝ＩＩＦ
Fortun examines the investment-strategy shifts behind continued Chinese outflows despite a broader recovery in emerging-market inflows.
View detailsNovember 8, 2022
Emerging markets see Oct portfolio inflows but investors rethink China -IIF
Fortun comments on an improvement in emerging-market portfolio flows alongside a reassessment of exposure to China.
View detailsOctober 6, 2022
新興国資金フロー、9月も売り越し 株式と中国から流出＝ＩＩＦ
Fortun discusses how recession concerns, inflation and uncertainty over policy responses weighed on September emerging-market capital flows.
View detailsSeptember 8, 2022
China debt sees portfolio outflows despite nascent recovery for EM in August – IIF
Fortun identifies the timing of peak inflation and China's economic outlook as key influences on portfolio flows, as emerging markets recover while Chinese debt continues to lose foreign investment.
View detailsAugust 4, 2022
新興国の資金フロー、7月は5カ月連続売り越し 2005年以降で最長
Fortun explains the dollar's influence on a prolonged run of emerging-market outflows and considers how steadier US interest rates could change the outlook.
View detailsAugust 3, 2022
Emerging market portfolios post longest streak of monthly outflows on record - IIF
Fortun links an extended emerging-market outflow cycle to dollar strength and discusses how inflation and China's outlook could shape subsequent flows.
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