Perspectives connected to the research.
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An IIF analysis coauthored by Fortun identifies unusual capital outflows from China after Russia's invasion of Ukraine while cautioning that it is too early to call the shift structural.
View detailsFortun explains the divergence between foreign inflows into China and withdrawals from other emerging markets in January.
View detailsFortun discusses weak investment outside China and the risks from uneven pandemic recoveries, Omicron, higher US rates and a stronger dollar.
View detailsFortun assesses the return of foreign outflows from emerging-market assets outside China and the risks posed by global policy changes.
View detailsFortun comments on foreign withdrawals from Chinese equities following regulatory action against technology and education companies.
View detailsFortun explains how new debt issuance and investment in China supported a rebound in emerging-market portfolio inflows despite a more hawkish Federal Reserve.
View detailsFortun explains how emerging-market real yields attracted foreign investors in April, when Chinese equities took most equity inflows and other emerging-market bonds drew substantial investment.
View detailsFortun contrasts weaker emerging-market equity flows with China's support for overall inflows, in an analysis of Beijing's financial-opening and stability challenges.
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