July 14, 2023
海外勢の新興国証券投資、6月は221億ドルの買い越し＝ＩＩＦ
Fortun sees improving emerging-market credit prospects as inflation eases, while highlighting elections, regional conditions and external shocks that could weaken momentum.
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June 12, 2023
新興国市場、5月は5カ月連続の流入超、中国債券は流出超
Fortun contrasts continuing emerging-market inflows in May with persistent selling of Chinese bonds and limited demand for Chinese equities.
View detailsJune 9, 2023
Investors channel billions into emerging markets, but China drops again-IIF
Fortun discusses renewed emerging-market inflows alongside continuing withdrawals from Chinese debt. The report contrasts regional investor demand in May.
View detailsMay 15, 2023
Column-Yuan won't be FX reserve currency if no one buys China's bonds: McGeever
Fortun explains why sustained foreign withdrawals from Chinese bonds complicate the yuan's path toward greater use as a reserve currency.
View detailsMay 9, 2023
4月は新興国に98億ドルの資金流入、中国は流出＝ＩＩＦ
Fortun discusses fading benefits from China's reopening and warns that market disruption and political risks could temper subsequent emerging-market inflows.
View detailsFebruary 16, 2023
新興国資金流入、１月は過去2年で最大＝ＩＩＦ
Fortun links the strong January rebound in emerging-market portfolio inflows to slower interest-rate increases and improved prospects for new bond issuance, alongside renewed demand for Chinese equities.
View detailsDecember 8, 2022
Emerging markets November foreign inflows most since June 2021 – IIF
Fortun highlights the near halt in nonresident investment flows to China as investors reassess geopolitical risk, despite a broader rebound in emerging-market inflows.
View detailsNovember 9, 2022
新興国資金フロー、10月は92億ドル流入 中国からは流出＝ＩＩＦ
Fortun examines the investment-strategy shifts behind continued Chinese outflows despite a broader recovery in emerging-market inflows.
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