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Bloomberg Línea · Quoted expert ESOriginal title: Escasez de dólares en Bolivia: expertos sugieren “reconfigurar el modelo económico” del país

Escasez de dólares en Bolivia: expertos sugieren “reconfigurar el modelo económico” del país

Fortun discusses structural fiscal changes, diversification and investment needed to address Bolivia's dollar shortage.

InvestmentNews / Bloomberg · Quoted expert

US has taken almost one third of global capital flow since Covid

Bloomberg reports that the United States attracted almost a third of cross-border investment after the pandemic, supported by higher interest rates and industrial incentives. Jonathan Fortun explains that this concentration has reduced the money reaching emerging markets.

Newsweek Japan (Reuters) · Quoted expert JAOriginal title: 海外勢の新興国証券投資、5月は55億ドルの買い越し＝ＩＩＦ

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.

IIF Capital Flows Tracker: June 2024

Jonathan Fortun / Institute of International Finance

Emerging markets received $5.5 billion in net portfolio investment in May 2024. Debt inflows of $11.5 billion outweighed equity withdrawals of $6 billion, including $0.7 billion from Chinese stocks. A positive headline balance therefore concealed substantial selling in equities rather than a broadly shared improvement in investment demand.

KELO-AM (Reuters) · Quoted expert

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.

Bloomberg Línea · Quoted expert ESOriginal title: ¿Qué porcentaje de la deuda pública global tienen México, Colombia y otros países de LatAm?

¿Qué porcentaje de la deuda pública global tienen México, Colombia y otros países de LatAm?

Fortun analyzes rising financing needs and the roles of stimulus, infrastructure and geopolitical spending in public debt.

Newsweek Japan (Reuters) · Quoted expert JAOriginal title: 海外勢の新興国債券・株式投資、4月は6カ月ぶり流出超

海外勢の新興国債券・株式投資、4月は6カ月ぶり流出超

Fortun attributes April's equity outflows to a more restrictive Federal Reserve outlook and discusses whether Chinese stimulus could improve demand.

Reuters / Investing.com · Quoted expert

Foreigners pull money out of EM portfolios after five months of inflows

Fortun discusses renewed foreign withdrawals from emerging-market portfolios, including equity pressure in India and Indonesia and uncertainty over Federal Reserve policy.