August 11, 2026
Emerging market assets see net buying in July as equity selling slows
Fortun interprets renewed July inflows as evidence that pressure on Asian equities was easing rather than spreading into emerging-market bonds.
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August 11, 2026
EM investment flows turn positive as equity exodus slowed, IIF says
Fortun explains why emerging-market portfolio flows returned to positive territory in July as equity selling slowed and debt continued to attract foreign investment. The report distinguishes the easing pressure on Asian stocks from continued strength in bond flows.
View detailsJuly 10, 2026
South Korea, Taiwan lead $46 billion emerging market equity exodus in June
Reuters reports that emerging markets saw $46.1 billion in net foreign equity outflows in June, led by South Korea and Taiwan, even as bonds drew $28.3 billion. Jonathan Fortun, IIF chief economist, wrote in the monthly report that investors remain willing to lend to emerging markets but are less willing to add broad equity risk. He attributed the equity cuts to higher global discount rates, China uncertainty, weaker earnings confidence and tech and energy positioning.
View detailsJuly 10, 2026
South Korea and Taiwan lead a $46 billion exodus from emerging market equities in June
Fortun explains the divergence between continued lending to emerging markets and reduced equity exposure, as selling in South Korea and Taiwan drives June's outflows.
View detailsJune 10, 2026
Stocks weigh as foreign investors pull $27 billion out of emerging market portfolios in May
Fortun explains why April's rebound in emerging-market inflows gave way to renewed equity selling in May, despite more resilient demand for debt.
View detailsApril 8, 2026
L'exode des actions asiatiques entraîne les plus fortes sorties de capitaux des marchés émergents depuis 2020, selon l'IIF
Fortun describes March's capital flight as concentrated in Asian equities rather than a general emerging-market funding freeze, and explains how a prolonged Iran war could worsen the outflows.
View detailsApril 8, 2026
Asian stocks exodus fuels largest emerging market outflows since 2020, IIF data shows
Fortun describes March portfolio outflows as concentrated in Asian equities after the outbreak of war in Iran. He distinguishes this selling from a generalized funding stop and explains how a prolonged conflict could make flows harder to stabilize.
View detailsJuly 10, 2024
Asia leads as EM portfolios see 8th consecutive month of inflows -IIF
Fortun assesses the strength of Asian investment flows as emerging-market portfolios record another month of foreign inflows.
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