Emerging markets see Oct portfolio inflows but investors rethink China -IIF
Fortun comments on an improvement in emerging-market portfolio flows alongside a reassessment of exposure to China.
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Fortun comments on an improvement in emerging-market portfolio flows alongside a reassessment of exposure to China.
View detailsFortun identifies the timing of peak inflation and China's economic outlook as key influences on portfolio flows, as emerging markets recover while Chinese debt continues to lose foreign investment.
View detailsFortun describes the recession, inflation and monetary-policy concerns accompanying a third consecutive month of emerging-market portfolio outflows.
View detailsFortun attributes pressure on emerging-market portfolio flows to fears of recession, inflation, tighter monetary conditions and geopolitical risk. Reuters separates renewed Chinese inflows from withdrawals elsewhere in the third consecutive month of net selling.
View detailsFortun links a third month of emerging-market outflows to mounting recession risks, monetary tightening, inflation and geopolitical uncertainty.
View detailsFortun discusses how lockdowns, currency weakness and geopolitical concerns contributed to foreign withdrawals from China. Reuters reports a second consecutive month of emerging-market portfolio outflows and distinguishes equity selling from continued demand for debt outside China.
View detailsFortun discusses foreign investors' reassessment of Chinese exposure as emerging-market portfolios recorded their first monthly outflow in a year.
View detailsFortun's IIF capital-flow analysis documents March outflows from Chinese stocks and bonds alongside inflows to Latin America, raising the possibility of a shift in investor allocations.
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