Publications

IIF Flows Alert: Bond Tantrum Reversal Ends After 18 Days

The recent reversal of EM portfolio flows lasted from May 1 to May 18. The episode saw total EM outflows of an estimated $10-15 billion. The reversal

IIF Dispatch: Update from India

Our visit to India this week coincided with the end of the budget parliamentary session and the one-year anniversary of Prime Minister Modi's governme

Weekly Insight: Disruption Watch

Dispatch from Silicon Valley Global growth-still waiting for the rebound Introducing IIF Flows Alerts Turkey-central bank remains on hold

Saudi Arabia: Opening Capital Markets for Foreign Investment

The recent decision by the Capital Market Authority to publish regulations governing direct ownership of shares listed on the stockmarket, Tadawul, by

IIF Flows Alert: Bond Tantrum Takes Toll on EM Flows

Our new early warning system for EM capital flows indicates that a reversal episode began on May 1, with daily data showing a sharp decline in portf

China Spotlight: Who is afraid of the big bad swap?

Bottom Line: The Chinese government has stepped up its efforts to launch a big local government debt swap as part of broader plans to boost the econom

IIF Flows Alerts: An Early Warning System for EM Capital Flows

This note introduces IIF Flows Alerts, an early warning system designed to detect turning points in capital flows to emerging markets. The alerts are

Weekly Insight: Revenge of the Term Premium

Euro Area growth-getting better EM growth starts Q2 on a weak note China-economy remains tepid 1. ' Adjusting to higher bond yields: This wee

Zambia: Prospects Hinge on Copper

Uncertainty shrouding the copper mining industry has now been addressed. After negotiations earlier this year, the government modified its proposed ch

Russia: Recession Begins

Despite major real GDP decline in the first quarter of 2015, a stronger ruble and recovering oil prices encouraged officials to proclaim the economic

IIF Authors