Emerging markets radar
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.
Read full storyAircraft 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 02Narrowing 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 03Survival 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 04Capital 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.
Capital and FDI signals
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Emerging Markets
View channelAircraft 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.
Narrowing Paths of Trade and Development: Why Emerging Markets Struggle to Replicate the Export Miracle
Based on the latest research, this article analyzes how changes in global trade patterns limit emerging market countries from replicating the export-oriented growth of the Asian Tigers, and explores the impact of automation, digitalization, climate risks, and policy shifts on development paths.
Survival Race of Vietnam's Manufacturing: How Dual Transformation Reshapes Global Supply Chain Landscape
Vietnamese manufacturing is under pressure from both green and digital transformation. This article analyzes from an emerging market perspective how it shifts from a low-cost model to high-value-added production, and the long-term impact of this transformation on global capital flows and supply chain patterns.
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.
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.