Interviews, analysis and commentary in their original language.
303 results
Fortun discusses how lockdowns, currency weakness and geopolitical concerns contributed to foreign withdrawals from China. Reuters reports a second consecutive month of emerging-market portfolio outflows and distinguishes equity selling from continued demand for debt outside China.
View detailsA report coauthored by Fortun and Sergi Lanau attributes emerging-market inflation largely to supply shocks alongside incomplete economic recoveries.
View detailsFortun discusses foreign investors' reassessment of Chinese exposure as emerging-market portfolios recorded their first monthly outflow in a year.
View detailsFortun's IIF capital-flow analysis documents March outflows from Chinese stocks and bonds alongside inflows to Latin America, raising the possibility of a shift in investor allocations.
View detailsAn IIF analysis coauthored by Fortun identifies unusual capital outflows from China after Russia's invasion of Ukraine while cautioning that it is too early to call the shift structural.
View detailsFortun explains the divergence between foreign inflows into China and withdrawals from other emerging markets in January.
View detailsFortun discusses weak investment outside China and the risks from uneven pandemic recoveries, Omicron, higher US rates and a stronger dollar.
View detailsThe article cites Fortun's assessment of how currency depreciation, anticipated Federal Reserve tightening and pandemic uncertainty affected November portfolio flows.
View details