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The article cites Fortun's analysis of persistent deficits, limited liquid reserves and falling energy-export revenue behind Bolivia's credit deterioration.
View detailsCapital continues to cross borders despite slower growth and a more fragmented policy environment. This June 2025 report finds recovering emerging market portfolio flows alongside resilient direct investment in India, Brazil and the Gulf. Currency differences and real interest rates shape returns, while institutional strength increasingly determines which economies attract investment amid trade and geopolitical uncertainty.
Read the workFortun discusses currency shortages, election pressures and international oil risks in Bolivia's inflation outlook.
View detailsThe June 2025 escalation between Israel and Iran raises risks through energy prices, freight costs and financial markets. Higher insurance costs and longer delivery times expose trade vulnerabilities, while dollar demand and currency volatility pressure emerging markets. Baseline forecasts initially remain unchanged, but a downside scenario brings weaker growth and less room for monetary easing.
Read the workThe June 2025 outlook projects global growth slowing to 2.7 percent from 3.1 percent in 2024. A sharper US slowdown, muted activity in Europe and Japan, and China’s reliance on policy support leave the recovery uneven. Emerging economies remain broadly resilient, but investment decisions become more sensitive to differences in domestic policy.
Read the workFortun describes a cautious recovery in May portfolio inflows, with investors choosing selectively among emerging markets amid global uncertainty.
View detailsMay brought a recovery in emerging market portfolio inflows to $19.2 billion. The June release records $10.8 billion entering debt and $8.4 billion entering equities. China again drove debt flows, while continued strength in bonds denominated in local currencies provided another sign of investor demand.
Read the workFortun describes May's return to positive inflows as a cautious improvement, with investors allocating selectively according to domestic policy credibility and exposure to trade disruption.
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