The IIF covers 30-40 emerging and frontier markets, with a particular focus on economic and financing issues. Our reports feature topical analysis of macroeconomic fundamentals, policy developments, political economy dynamics and downside risks.
Non-resident portfolio flows turned negative in October with $7.6 billion in outflows (all from equities-debt saw inflows). China saw non-resident por
Slack in Brazil remains high two years after the 2015-16 recession. Can the economy bounce back under the new administration? EM growth is persistentl
We recently argued systemic risk in EM Asia is contained, "¦ but concentration risk exists in countries like Indonesia. Positioning is heavy in rupiah
Markets are fixated on 7.00 as an important threshold for $/CNY, thinking a move through that level could signal competitive devaluation. But the f
We turned more positive on the EM complex recently, "¦ while flagging concentration risk in South Africa and others. We assess how vulnerable South Af