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  •  Daily Emerging Markets Debt Insights

    VanEck Blog | Emerging Markets Debt Daily

    by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy

    Yesterday’s EM rates and currency selloff was not completely indiscriminate – South Africa was hit much harder than “safer” credits such as China.

    Emerging Markets Debt Daily

    February 25, 2021

    Brazil’s Splitting Headache

    by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy

    Brazil’s key near-term risk is that the emergency aid bill will be approved without compensatory measures. Mexico’s electricity bill raises further concerns about reforms’ rollback.

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    Emerging Markets Debt Daily

    February 24, 2021

    Mexico’s Sticky Inflation Problem

    by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy

    Mexico’s inflation is still at high levels. South African government bonds staged a big rally following the release of the 2021/22 budget.

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    Emerging Markets Debt Daily

    February 23, 2021

    Brazil – Lingering Policy Concerns

    by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy

    Brazilian markets are still on edge, expecting the approval of the emergency aid bill. South Africa’s unemployment rate surged to 32.5%.

     

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    Emerging Markets Debt Daily

    February 22, 2021

    EM - New Hurdles or Normal Consolidation?

    by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy

    EM assets were caught in the global risk-off sentiment, but some selloffs were “home-made”, like in Brazil. Fitch upgraded Turkey’s outlook to “stable”, citing the improved policy mix. 

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