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VanEck Blog - Emerging Markets Debt Daily
Emerging Markets Debt DailyMay 27, 2020
Move Over Millennium Falcon!
Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
EM central banks cut rates by a total of 1965bps in the past three months, so a pause might be the right policy choice right now. EM recouped a big portion of March’s reserve losses.
Emerging Markets Debt DailyMay 26, 2020
Brazil – Political Noise Down, Markets Up
by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
Read morePolitical tensions in Brazil calmed down, so the market can re-focus on fundamentals. South Africa is doing well on positive re-opening news.
Emerging Markets Debt DailyMay 22, 2020
China – Tense Politics, Prudent Macro
by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
Read moreChina drops the GDP growth target, focuses on employment and introduces another fiscal package that is smaller than expected. Argentina is heading for another default, as the grace period ends today.
Emerging Markets Debt DailyMay 21, 2020
A Cautionary Tale of Two Rate Cuts
by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
Read moreTurkey and South Africa cut their policy rates by 50bps, but the respective currency reaction was very different. South Korea’s preliminary trade numbers for May reflect well on China’s domestic rebound.
Emerging Markets Debt DailyMay 20, 2020
China Green Shoots – More in the Pipeline?
by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
Read moreChina’s activity gauge for hi-tech companies shows that the economy continues to rebound. Turkey boosted its FX swap line with Qatar, but the currency’s reaction was subdued.