Entries for 'Capital Flows'

Portfolio flows to EM stood at $14.4 bn in December. Equity and debt flows were -$3.1 bn and $17.6 bn. Chinese equities posted $1.3 bn in outflows. ...

Global growth is expected to decelerate to 2.7% in 2025 from 2.9% in 2024, with EM growth at 3.8%. Capital flows to EMs are forecast to decline to $71...

We dive into how recent geopolitical shocks, policy pivots, and data surprises shape the global outlook. Geopolitical tensions are escalating, from U...

Portfolio flows to EM stood at $56.6 bn in September. Equity and debt flows were $27.9 bn and $28.7 bn. Chinese equities posted a significant $24.1 ...

This note is the first in a series that assesses the effect of a strong dollar across different EM regions… …an impact that has been highlighted by r...

We provide a brief overview of the recent market turmoil ... … and highlight the potential impact that it could have on EMs. Weaker-than-expected US e...

Nonresident capital inflows will increase to $136bn (6% of GDP) in 2024, primarily driven by sovereign bond issuances in Saudi Arabia to finance its fiscal deficit. However, net resident outflows, largely GCC transfers to SWFs, will still far exceed net nonresident inflows.

After bottoming out over the past two years, the momentum of nonresident capital flows to emerging markets has shifted. This in large part due to a better EM outlook relative to advanced economies, with average EM output growth likely to be higher and EM interest rate spreads likely to widen.

While rising geopolitical tensions create challenges for transition finance, risks are still in line with historical norms. However, continued stagnation in global trade and capital flows suggests de-globalization could stall a net zero future. Strategic trade wars—likely inevitable on the road to Net Zero—will bring the key role of export credit agencies to the fore.

We forecast solid – if unspectacular – global growth next year, … with above-consensus forecasts for the US, Latin America and China, … while the on...

Portfolio flows to EM stood at -$13.8 bn in September. Equity and debt flows were -$12.0 bn and -$1.8 bn. Chinese equities posted $4.4 bn in outflow...

Portfolio flows to EM stood at $22.1 bn in June. Equity and debt flows were $12.3 bn and $9.8 bn. Chinese equities posted $1.9 bn in inflows.

Elevated tensions between the US and China are raising lots of questions. Markets are focused on how much de-globalization and de-risking this is cau...

In the immediate aftermath of the SVB shock almost three months ago, … the critical question was if SVB was a genuinely new shock hitting the US, … ...

Portfolio flows to EM stood at $10.4 bn in May. Equity and debt flows were $6.9 bn and $3.5 bn. Chinese equities posted $0.1 bn in inflows.

Portfolio flows to EM stood at $9.8 bn in April. Equity and debt flows were $2.1 bn and $7.7 bn. Chinese equities posted $3.8 bn in inflows.

Portfolio flows to EM stood at $9.4 bn in March. Equity and debt flows were $6.8 bn and $2.6 bn. Chinese equities posted $7.2 bn in inflows.

Portfolio flows to EM stood at $22.9 bn in February. Equity and debt flows were $4.9 bn and $17.9 bn. Chinese equities posted $2.4 bn in inflows. ...

Portfolio flows to EM stood at $65.7 bn in January. Equity and debt flows were $23.5 bn and $42.2 bn. Chinese equities posted $17.6 bn in inflows. ...

Portfolio flows to EM stood at $1.7 bn in December. Equity and debt flows were $4.4 bn and -$2.6 bn. Chinese equities posted $6.3 bn in inflows.