About this work
The June tracker records $26.6 billion in net emerging-market portfolio outflows during May, reversing April's inflows. Equity withdrawals of $37 billion outweighed $10.4 billion in debt investment, with selling in Korea and India driving the Asian reversal. Chinese equities still attracted funds, but Chinese debt lost investment. The note links the June market selloff, stronger US employment and a more hawkish Bank of Japan to tighter prospective liquidity conditions.
Cite this work
Jonathan Fortun (2026). IIF Capital Flows Tracker: June 2026. Institute of International Finance.