Jonathan Fortun

Search the work

Perspectives connected to the research.

More filters
Clear filters

50 results

August 11, 2026

Newsweek Japan (Reuters) Quoted expert Original title: 新興国資産、7月は買い越しに転じる　株式売りが鈍化

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.

View details
August 11, 2026

MarketScreener (Reuters) Quoted expert

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 details
April 21, 2026

Boursorama (Reuters, French translation) Quoted expert Original title: ROI-Le yuan chinois est sous-évalué, mais peut-être pas autant que vous le pensez : McGeever

ROI-Le yuan chinois est sous-évalué, mais peut-être pas autant que vous le pensez : McGeever

Fortun argues that China's financial-account dynamics make a very large, persistent yuan undervaluation harder to reconcile with the evidence, while allowing for a more moderate misalignment.

View details
September 10, 2025

Yahoo Finance (Reuters) Quoted expert

EM portfolios funnel near $45 billion in August but cracks are showing, IIF says

Fortun highlights a reversal in sentiment toward emerging-market equities outside China despite strong aggregate portfolio inflows.

View details
September 10, 2025

Zonebourse (Reuters, French translation) Quoted expert Original title: Les portefeuilles des marchés émergents attirent près de 45 milliards de dollars en août, mais des signes de fragilité apparaissent, selon l'IIF

Les portefeuilles des marchés émergents attirent près de 45 milliards de dollars en août, mais des signes de fragilité apparaissent, selon l'IIF

Fortun highlights deteriorating sentiment toward emerging-market equities outside China despite strong total portfolio inflows.

View details
June 10, 2025

Newsweek Japan (Reuters) Quoted expert Original title: 新興国証券、5月は外国人が192億ドル買い越し　中国債券がけん引

新興国証券、5月は外国人が192億ドル買い越し　中国債券がけん引

Fortun describes a cautious recovery in May portfolio inflows, with investors choosing selectively among emerging markets amid global uncertainty.

View details
June 9, 2025

Metrobank Wealth Insights (Reuters) Quoted expert

Foreign investors plough USD 19.2 billion into emerging markets in May, says IIF

Fortun describes May's return to positive inflows as a cautious improvement, with investors allocating selectively according to domestic policy credibility and exposure to trade disruption.

View details
March 14, 2025

Newsweek Japan (Reuters) Quoted expert Original title: 新興国証券、2月は外国人が159億ドル買い越し　中国株に大幅資金流入

新興国証券、2月は外国人が159億ドル買い越し　中国株に大幅資金流入

Fortun highlights divergence between Chinese equities and other emerging-market stocks in February, alongside continuing regulatory and geopolitical concerns.

View details