March 13, 2025
Chinese stocks, emerging market debt see large inflows in February, says IIF
Fortun highlights the divergence between Chinese equities and other emerging-market stocks, while noting regulatory and geopolitical risks.
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January 27, 2025
外国人の新興国市場投資、昨年は2735億ドルの流入超＝ＩＩＦ
Fortun assesses how dollar strength and high US yields constrained emerging-market assets in 2024 and what could support a durable recovery.
View detailsJanuary 24, 2025
EM portfolios add $274 billion of foreign inflows in 2024, IIF says
Fortun assesses foreign investment in emerging-market stocks and bonds during 2024 and the differing conditions facing investors at the start of 2025.
View detailsNovember 15, 2024
EM stocks see largest foreign monthly outflow since 2020, bonds hang on
Fortun explains how weak confidence in China and a stronger dollar increase aversion to emerging-market equities while making debt comparatively more attractive.
View detailsSeptember 17, 2024
新興国株式・債券市場、8月の海外からの投資は309億ドル＝ＩＩＦ
Fortun explains how expectations of Federal Reserve rate cuts supported strong investment in emerging-market bonds in August.
View detailsSeptember 16, 2024
Foreigners pour $31 billion into EM portfolios in August, with Fed in sight -IIF
Fortun discusses emerging-market inflows as investors anticipate changes in Federal Reserve policy and reassess portfolio allocations.
View detailsJune 7, 2024
海外勢の新興国証券投資、5月は55億ドルの買い越し＝ＩＩＦ
Fortun explains how expectations of prolonged high US interest rates and greater volatility slowed emerging-market inflows in May.
View detailsJune 6, 2024
EM portfolios see foreign inflows for seventh straight month in May -IIF
Fortun explains why high US interest rates and market volatility were weakening emerging-market portfolio inflows despite another positive month. He discusses demand for local-currency debt and the conditions under which Chinese equities could recover.
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