Upper middle income | Portfolio equity, net inflows (BoP, current US$)
Portfolio equity includes net inflows from equity securities other than those recorded as direct investment and including shares, stocks, depository receipts (American or global), and direct purchases of shares in local stock markets by foreign investors. Data are in current U.S. dollars. Development relevance: Private financial flows - equity and debt - account for the bulk of development finance. Equity flows comprise foreign direct investment (FDI) and portfolio equity. Debt flows are financing raised through bond issuance, bank lending, and supplier credits. Limitations and exceptions: Portfolio investors typically have less of a role in the decision making of the enterprise with potentially important implications for future flows and for the volatility of the price and volume of positions. Portfolio investment differs from other investment in that it provides a direct way to access financial markets, and thus it can provide liquidity and flexibility. It is associated with financial markets and with their specialized service providers, such as exchanges, dealers, and regulators. The nature of financial derivatives as instruments through which risk is traded in its own right in financial markets sets them apart from other types of investment. Whereas other instruments may also have risk transfer elements, these other instruments also provide financial or other resources. The volume of global private financial flows reported by the World Bank generally differs from that reported by other sources because of differences in sources, classification of economies, and method used to adjust and disaggregate reported information. In addition, particularly for debt financing, differences may also reflect how some installments of the transactions and certain offshore issuances are treated. Data on equity flows are shown for all countries for which data are available. Statistical concept and methodology: Data on equity flows are based on balance of payments data reported by the International Monetary Fund (IMF). Portfolio equity investment is defined as cross-border transactions and positions involving equity securities, other than those included in direct investment or reserve assets. Equity securities are equity instruments that are negotiable and designed to be traded, usually on organized exchanges or "over the counter." The negotiability of securities facilitates trading, allowing securities to be held by different parties during their lives. Negotiability allows investors to diversify their portfolios and to withdraw their investment readily. Included in portfolio investment are investment fund shares or units (that is, those issued by investment funds) that are evidenced by securities and that are not reserve assets or direct investment. Although they are negotiable instruments, exchange-traded financial derivatives are not included in portfolio investment because they are in their own category.
Publisher
The World Bank
Origin
Upper middle income
Records
63
Source
Upper middle income | Portfolio equity, net inflows (BoP, current US$)
1960 0
1961 0
1962 0
1963 0
1964 0
1965 0
1966 0
1967 0
1968 0
1969 0
1970 0
1971 0
1972 0
1973 0
1974 0
1975 1324875.7527355
1976 2250593.4289157
1977 -2650980.6394722
1978 14160747.579832
1979 -2540488.303968
1980 39209570.515236
1981 31227650.534321
1982 34821605.320798
1983 15082534.113232
1984 31324951.733129
1985 -127614616.10798
1986 -498319991.25122
1987 -63135810.334256
1988 365241756.31157
1989 2320311190.5801
1990 3014895118.4795
1991 5643609103.5312
1992 8324217210.3305
1993 29130518255.982
1994 19201905046.899
1995 12169115875.871
1996 17773939570.303
1997 22519884962.671
1998 2640152402.6224
1999 5427520686.971
2000 12105543837.508
2001 3906248442.4911
2002 7648878271.0145
2003 16959621908.282
2004 26756077567.67
2005 49550818085.298
2006 91051325118.565
2007 91147157434.717
2008 -43603472276.477
2009 96606719602.392
2010 93292004644.209
2011 4363315008.5626
2012 67302275926.881
2013 44220625097.529
2014 65682399414.372
2015 16179291300.045
2016 40803278110.012
2017 64248126076.233
2018 42192551212.894
2019 32183593296.006
2020 36795680158.621
2021 56854906086.463
2022 33421708559.084
Upper middle income | Portfolio equity, net inflows (BoP, current US$)
Portfolio equity includes net inflows from equity securities other than those recorded as direct investment and including shares, stocks, depository receipts (American or global), and direct purchases of shares in local stock markets by foreign investors. Data are in current U.S. dollars. Development relevance: Private financial flows - equity and debt - account for the bulk of development finance. Equity flows comprise foreign direct investment (FDI) and portfolio equity. Debt flows are financing raised through bond issuance, bank lending, and supplier credits. Limitations and exceptions: Portfolio investors typically have less of a role in the decision making of the enterprise with potentially important implications for future flows and for the volatility of the price and volume of positions. Portfolio investment differs from other investment in that it provides a direct way to access financial markets, and thus it can provide liquidity and flexibility. It is associated with financial markets and with their specialized service providers, such as exchanges, dealers, and regulators. The nature of financial derivatives as instruments through which risk is traded in its own right in financial markets sets them apart from other types of investment. Whereas other instruments may also have risk transfer elements, these other instruments also provide financial or other resources. The volume of global private financial flows reported by the World Bank generally differs from that reported by other sources because of differences in sources, classification of economies, and method used to adjust and disaggregate reported information. In addition, particularly for debt financing, differences may also reflect how some installments of the transactions and certain offshore issuances are treated. Data on equity flows are shown for all countries for which data are available. Statistical concept and methodology: Data on equity flows are based on balance of payments data reported by the International Monetary Fund (IMF). Portfolio equity investment is defined as cross-border transactions and positions involving equity securities, other than those included in direct investment or reserve assets. Equity securities are equity instruments that are negotiable and designed to be traded, usually on organized exchanges or "over the counter." The negotiability of securities facilitates trading, allowing securities to be held by different parties during their lives. Negotiability allows investors to diversify their portfolios and to withdraw their investment readily. Included in portfolio investment are investment fund shares or units (that is, those issued by investment funds) that are evidenced by securities and that are not reserve assets or direct investment. Although they are negotiable instruments, exchange-traded financial derivatives are not included in portfolio investment because they are in their own category.
Publisher
The World Bank
Origin
Upper middle income
Records
63
Source