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VanEck Blog - Emerging Markets Debt Daily
Emerging Markets Debt DailyNovember 25, 2020
Brazil External Balance – Still A Bright Spot
by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
Brazil’s textbook current account adjustment continued in October. South Africa’s central bank is unlikely to react to the upside inflation surprise.
Emerging Markets Debt DailyNovember 24, 2020
Mexico Inflation – Turning the Corner?
by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
Read moreMexico’s disinflation might yet prove transitory. Turkey makes another policy tweak, but the market still demands more proof that policy normalization is here to stay.
Emerging Markets Debt DailyNovember 23, 2020
Turkish Lira – Buyers’ Remorse?
by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
Read moreTurkish assets are under pressure – in part due to thin pre-holiday liquidity, but also due to skepticism about the reform agenda. South Africa’s double rating downgrade – not surprising but not welcome either.
Emerging Markets Debt DailyNovember 20, 2020
China Joins “Negative Yield” Club
by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
Read moreChina placed a 5-year EUR-denominated bond at a negative yield. The Turkish currency’s morning moves point to skepticism about the recent policy U-turn.
Emerging Markets Debt DailyNovember 19, 2020
Turkey Rate Hike – U-Turn or Bandaid?
by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
Read moreTurkey hiked the benchmark rate as expected, but it is still unclear whether this marks a genuine policy U-turn. Indonesia and the Philippines delivered surprising rate cuts to boost growth.