🗣️ Rather than pulling back, investors are reallocating capital toward #EMs with credible policies, low #FX mismatches and solid #fiscal anchors, reaffirming the implication that while uncertainty is high, investor selectivity only heightens 📈. Read More:

NEW EPISODE: Current Account with Clay Lowery.⏳ Six Months Down, 42 To Go - Updating the Trump Economic Agenda.Tune in for our most recent updates on #Trump, #trade & #tariffs. 🔊 Listen Now!

ICYMI: In recent years, China has seen the issuance of numerous green & #sustainable #bonds. The outstanding stock of green, sustainable, social bonds & loans reached $341 billion & $53 billion as of January 2025 🌏📈. See More:

In Europe there is significant friction among services, labor and capital markets. Intra-#EU services exports as a share of #GDP continue to trail far behind intra-EU goods exports 🇪🇺. Read More:

🇦🇷 In Argentina, the real economy is showing signs of healing, especially among tradables like agriculture, energy & mining, which are gaining momentum through #deregulation and stable macroeconomic conditions . See More:

🇪🇬 Egypt has remained resilient in the face of external shocks - we see this in relative stability in portfolio flows. Recent outflows have been orderly and limited, showing greater investor confidence 📈. See More:

A structural break in traditional anchor relationships extends beyond #currencies & sovereign spreads. Volatility in #portfolioflows has surged since the U.S. election, reflecting investor uncertainty and regional #fragmentation ⚖️. Read More:

Check out IIF's Managing Director and Head of Sustainable Finance, @onegoodchart, as she discusses the role of the #privatesector in addressing global #debt risks. ⤵️.

On China from @genemaIIF 🇨🇳 We expect a #currentaccount surplus of around 2.1% of #GDP in 2025, despite the looming risk of #tariffs, as front-loading, diversion & rerouting would help exports 📈. Read More on Capital Flows:

IIF's @mcastellano44 & @MarcelloEstevao report 🗣️ With real public expenditure down ~30%, Argentina's #inflation fell to 40% from over 270% a year ago, aided by tighter monetary policy 🇦🇷 . Read More:

🇨🇳 China's #greenbond market is now one of the world’s largest with the highest annual issuance of green bonds and third highest by outstanding volume in 2024 🏅. Read more on China:

Have you checked out Current Account with Clay Lowery? 🗣️.🎙️ Find us on your favorite podcast platform to hear insights from industry experts on topics like #regulation, #digitalfinance and global #macro outlook 🌎.Spotify: Apple:

💸 On #CapitalFlows from @UgrasUlkuIIF 🌍 Non-resident flows to #EM Europe are forecast to increase to $190 billion in 2025 from $173 billion in 2024, but expect earlier projections for consumption and #investment to fall short 📉. Read More:

✋ Did You Know? The IIF is the leading voice for the financial services industry on global #regulatory issues, engaging with global standard setters and policymakers 🗣️. Visit our Advocacy page to see our work:

Catch last week's episode of the Current Account #podcast? 🎙️.Host Clay Lowery is joined by IIF's Director of Digital Finance Conan French to chat all things #payments, and answer the question: what is the #GENIUS Act? . Learn more and listen here!

From @garbis_iradian & @Candice_IIF: We forecast overall #GDP growth in #MEAF6 will increase to 3.1% in 2025 from 2.2% in 2024, and deterioration in the #CA, as the #oil production cuts of the past two years gradually unwind 🛢️🌍. Read More:

📢 NEXT WEEK: July 8 Online - hear from IIF staff & featured panelists on The Vital Role of Investor Relations .🔸Gatien Bon, Rothschild.🔸Thordur Jonasson, @IMFNews .🔸Brett Rowley, @TCWGroup .🔸Roberto Sifon-Arevalo, @SPGlobalRatings .Register Now!

🌏 #EMAsia outlook remains clouded by U.S. #trade & #tariffs. We expect regional #GDP growth to slow to 4.8% in 2025 from 5.1% in 2024, with growth in China and India forecast to slow to 4.7% and 6.2% in 2025 📊. Read More: @Ashmacro @PhoebeFengIIF

Non-resident flows to #EMs ex-China are expected to reach $847 billion in 2025, a slight decrease from 2024, which registered $862 billion 📉 this decline, however, masks wide divergences across regions and asset classes. 📖 Read the Capital Flows Report:

➡️ ICYMI: Consumer #inflation expectations have reached their highest levels since the early 1980s 📈 attributed to #tariff uncertainty brought by the Trump administration. Read More: