Global capital flows

MARK TO MARKET

Trump’s trade deals may support the S&P 500, offering nervous investors an opportunity to sell

The president’s tariffs could put the Fed’s dual-mandate goals of maximum employment and stable prices in conflict with each other

Net flows into foreigners’ portfolios could hit US$259 billion, from US$161 billion in 2023, as China, a massive source of outflows over the last two years, modestly recovers.

Capital flows to emerging markets to net US$903 billion in 2024, IIF says

The 32% net increase is expected to be mostly driven by a strong recovery in foreign direct investment and by cash directed at equity portfolios

At the inaugural Africa Climate Summit, Kenyan President William Ruto proposed granting African countries a ten-year “grace period” on interest payments.

The great sovereign debt conundrum

THE exponential growth of international capital flows, predominantly in the form of debt, has been one of the great development successes of the past 50 years. But while foreign lending has played a p...

Japan, which co-chairs with Indonesia this year’s meeting of Asean+3 nations, hopes to discuss the idea of strengthening currency swap lines known as Chiang Mai Initiative Multilateralisation (CMIM).

Asian nations to debate Japan’s bid to beef up market safeguards

ASIAN finance leaders gathering in South Korea next week will likely debate ways to beef up safeguards against market turbulence, as global banking sector woes and fears of recession in advanced econo...

Janus Henderson Investors says that while lending conditions have tightened for the past nine months, the banking turmoil in March accelerated the trend, bringing forward a likely recession.

Corporate access to capital worsens after bank turmoil: Janus Henderson

Corporates’ access to capital deteriorated after turmoil in the banks sector in March, while cash flow and earnings are under increasing pressure from potential recession, asset manager Janus Henderso...

Excluding China, the region experienced net inflows of nearly US$600 million. However, this sum was still lower than the US$1.3 billion of net inflows in the previous quarter, said Morningstar.

ESG funds in Asia ex-Japan record US$660m in outflows in Q3, says Morningstar

ENVIRONMENTAL, social and governance (ESG) funds in Asia (ex-Japan) recorded outflows of about US$660 million in the third quarter of 2022, financial services company Morningstar has announced.

Senior Minister Tharman Shanmugaratnam speaking at a panel on transition finance on Tuesday (Oct 4), with Egypt's Minister of International Cooperation Rania Al-Mashat.

Global capital markets overprice risks and overreact to shocks: Tharman

THE tendency of global capital markets to overprice risks in emerging economies, as well as to overreact to shocks, have not only prevented gaps in climate finance from being filled, but also widened ...

The People's Bank of China (PBOC): In China, the aims of financial institutions and the government's foreign exchange managers can dovetail.
WEALTH & INVESTING

Mighty Asian financial institutions are reshaping global capital flows

The response to rising American interest rates is becoming less predictable