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Foreigners add net $32.7 billion to EM portfolios in March -IIF

By Reuters   |   Apr 23, 2024 at 03:06 PM EST
Foreigners add net $32.7 billion to EM portfolios in March -IIF

By Rodrigo Campos

NEW YORK (Reuters) - Foreigners added about $32.7 billion to their emerging market portfolios in March, a fifth consecutive month of overall foreign net flows to EMs, the Institute of International Finance said on Tuesday.

The IIF banking trade group said flows were positive for both bonds and equities last month, with equities absorbing $10.2 billion and debt $22.5 billion.

The overall figure compares with inflows of $20.5 billion in February and a $9.1 billion outflow in March of 2023.

Positive flows returned to both Chinese equities and debt for the first time since June, if only slightly. China stocks took in $1.7 billion and bonds $2.1 billion.

"EM x/China debt has seen stronger flows, sustained mainly by large issuance by a few selected EMs and a positive impact from carry trade," said IIF economist Jonathan Fortun.

"Moreover, market appetite for local currency debt across the EM complex has also aided the overall figure."

(Reporting by Rodrigo Campos; editing by Karin Strohecker, David Ljunggren, Chizu Nomiyama and Jonathan Oatis)

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