Interviews, analysis and commentary in their original language.
303 results
Fortun explains how the March energy-price shock and tighter global financial conditions complicated Mexico's disinflation and debt-market flows.
View detailsFortun argues that recent reforms offer limited relief while financing constraints, weak investment and foreign-currency shortages continue to restrain growth.
View detailsFortun assesses how commodity support and carry returns cushioned Latin American investment flows during global risk aversion.
View detailsFortun assesses how commodity support and carry returns cushioned Latin American investment flows during global risk aversion.
View detailsFortun describes March's capital flight as concentrated in Asian equities rather than a general emerging-market funding freeze, and explains how a prolonged Iran war could worsen the outflows.
View detailsFortun describes March portfolio outflows as concentrated in Asian equities after the outbreak of war in Iran. He distinguishes this selling from a generalized funding stop and explains how a prolonged conflict could make flows harder to stabilize.
View detailsFortun distinguishes reduced immediate default risk from a lasting improvement in Bolivia's economic fundamentals.
View detailsFortun assesses how fuel-price policies and fiscal capacity shape the mixed regional effects of higher oil prices.
View details