Fundamentals tilt in favour of emerging markets
Emerging market assets perform well in an environment of rising inflation and strong growth, even when yields are going up and developed market economies are outperforming.
Investors head back to EM as US tech capex bill mounts
US tech mega caps are grappling with surging capital expenditure, casting doubt on whether the premium attached to these stocks in the AI super cycle has become detached from fundamentals. Investors are now turning their attention to emerging markets equities where they have the opportunity to buy into the AI hype at a much lower price.
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The origin of COVID: Did people or nature open Pandora’s box at Wuhan?
The COVID-19 pandemic has disrupted lives the world over for more than a year. Its death toll will soon reach three million people. Yet the origin of pandemic remains uncertain: The political agendas of governments and scientists have generated thick clouds of obfuscation, which the mainstream press seems helpless to dispel.
Capital flows and debt
The IIF provides ongoing, cutting-edge analysis of international capital flows. Our flagship products are the Capital Flows to Emerging Markets Report (twice a year), the monthly Capital Flows Tracker, and our various proprietary capital flows databases. In addition, we occasionally produce one-off research notes on topical issues.
Conquering the great divide
The pandemic has laid bare deep divisions, but it’s not too late to change course
Will corporate greed prolong the pandemic?
The shortfall in global COVID-19 vaccine production could be closed if manufacturers around the world were granted access to the necessary technology and knowledge.
Priorities for the COVID-19 economy
With hopes of a sharp rebound from the pandemic-induced recession quickly fading, policymakers should pause and take stock of what it will take to achieve a sustained recovery.
FIS 2026 at Harvard University