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Reshaping of the Global FDI Landscape: How Emerging Markets Respond to Changes in Capital Flows

Global FDI flows plummeted to $662 billion in 2022, down about one-third from the pre-pandemic decade average. Structural changes include supply chain restructuring, green investment incentives, and geopolitical tensions. Developing countries need to improve the business environment, focus on regional cooperation, and digital infrastructure to attract high-quality capital.

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Aircraft manufacturers compete for frontier markets: global aviation重心 shifts to emerging economies

Global aircraft manufacturers are competing for frontier markets like Africa with unprecedented intensity. Boeing predicts that emerging markets will account for 55% of new aircraft deliveries by 2045, while Embraer points out that Africa will become the world's third fastest-growing aviation market. This trend is driven by demographic changes, accelerated urbanization, and regional economic integration. The article analyzes the long-term logic of the aviation industry's center of gravity shifting from traditional mature markets to the Global South, and discusses the impact of infrastructure, policy risks, and supply chain relocation on investment decisions.

Zone 02

Narrowing Paths of Trade and Development: Why Emerging Markets Struggle to Replicate the Export Miracle

Over the past decades, export-oriented growth has driven industrialization in South Korea, China, and others. However, structural changes (automation, digitalization, climate risks), policy shifts (protectionism, industrial policy), and geopolitical tensions are fundamentally altering the conditions. This article points out that developing countries can no longer enter global markets through low-skilled manufacturing, the export potential of services is constrained by skill mismatches, and climate risks further diminish their attractiveness. Trade will remain important in the future, but development pathways need to be repositioned.

Zone 03

Survival Race of Vietnam's Manufacturing: How Dual Transformation Reshapes Global Supply Chain Landscape

Driven by the carbon border adjustment mechanism and new-generation free trade agreements, the "dual transition" of Vietnam's manufacturing sector has shifted from an option to a necessity for survival. The article points out that although small and medium-sized enterprises face financing and talent bottlenecks, export-oriented industries are taking the lead in integrating AI and green technologies, which sets an example for the industrialization path of Global South countries.

Zone 04

Capital Watershed: South Korea and Taiwan Lead June's Massive Outflow from Emerging Market Stocks, While Bonds Attract Funds Against the Trend

According to data from the Institute of International Finance, emerging market stocks saw $46.1 billion in outflows in June, with South Korea and Taiwan contributing the most. However, bond markets still attracted $28.3 billion, indicating a shift in capital from risk appetite to defense. The article delves into the impact of tightening dollar liquidity, corrections in tech stock valuations, and the divergence within emerging markets on the long-term investment landscape.

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Emerging Markets

Aircraft manufacturers compete for frontier markets: global aviation重心 shifts to emerging economies

As giants like Boeing, Airbus, and Embraer accelerate their presence in frontier markets such as Africa, the global aviation industry is undergoing profound structural transformation. This article analyzes from an emerging market perspective how the demographic dividend, urbanization, and regional integration are driving this trend, and explores its implications for investment and long-term growth.

Rajev Kapoor3 min read
Emerging Markets

Capital Watershed: South Korea and Taiwan Lead June's Massive Outflow from Emerging Market Stocks, While Bonds Attract Funds Against the Trend

In June 2026, emerging market equities saw outflows of $46.1 billion, with South Korean and Taiwanese tech stocks being the hardest hit; however, bond markets recorded inflows of $28.3 billion, indicating a structural divergence in investor attitudes toward emerging markets. This article analyzes the Federal Reserve's policies, global tech cycles, and regional differences behind these capital flows.

Sofia Mendoza3 min read
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Why are large food companies thriving in emerging markets?

As growth in European and American markets slows, global food giants are turning their attention to emerging markets. Demographic dividends, urbanization, and consumption upgrades are driving this structural shift.

Marcus Al-Thani3 min read

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