En agosto de 2025, los mercados emergentes atrajeron 44.800 millones de dólares en flujos de capital, un récord que lo coloca en la cima de las economías en desarrollo. La cifra, liderada por inversiones provenientes de la política china, refleja la confianza persistente en sus economías y la oferta de retornos atractivos pese a la volatilidad global.
Capital flows hit record in August
Flows summary
– **$44.800 bn** in capital inflows to emerging markets during August 2025.
– China was the leading source of capital, driving the surge.
– Latin American economies, particularly Argentina, Brazil, and Mexico, benefited.
– Growth sectors: technology, infrastructure and renewable energy attracted investors.
Why the surge?
– Persistent global liquidity from central banks keeps capital seeking higher returns.
– Emerging markets offer growth prospects above developed economies.
– China’s policy shifts and trade agreements have boosted investor confidence.
Regional impact
– **Argentina**: received record capital inflows, helping to stabilize the peso.
– **Brazil**: sectors such as renewable energy and digital infrastructure attracted investment.
– **Mexico**: manufacturing and logistics continued to drive flows.
Outlook
Economists forecast that capital inflows will remain robust in 2025, supporting growth in the region. However, potential interest‑rate hikes and geopolitical tensions could moderate the pace.