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  • VanEck Blog - Emerging Markets Debt Daily

     Emerging Markets Debt Daily
    Emerging Markets Debt Daily

    Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy

    South Korea’s trade numbers signal that the impact of global headwinds on EM recovery should not be underestimated. Central Europe is expected to benefit a lot from EU’s EUR750B recovery fund.

    Emerging Markets Debt Daily

    July 20, 2020

    China – No Blanket Easing

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

    China kept its Loan Prime rates on hold, as domestic activity continues to rebound. A stronger than expected domestic activity in Central Europe signals that the rate cutting cycle is close to an end.

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    Emerging Markets Debt Daily

    July 17, 2020

    EM External Backdrop – Still Uncertain

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

    There are signs of improvements in EM’s global backdrop, but headwinds are real and should not be ignored. Brazil promises to send the first batch of tax reforms to the congress next week.

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    Emerging Markets Debt Daily

    July 16, 2020

    China Rebound – Strong but Uneven

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

    China’s GDP rebounded strongly in Q2, but the recovery remains uneven. Poland’s core inflation surge is noteworthy, and it might limit additional policy easing.

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    Emerging Markets Debt Daily

    July 15, 2020

    EM Remittances – World Bank Wrong?

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

    EM remittances continue to defy “doom and gloom” expectations. South Africa’s inflation leaves more room for rate cuts.

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