Skip directly to Accessibility Notice
VanEck logo
  • VanEck Blog - Emerging Markets Debt Daily

     Emerging Markets Debt Daily
    Emerging Markets Debt Daily

    Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy

    China’s Q3 growth was softer than expected, but the momentum remains strong and the recovery is getting more balanced. South Africa managed to strike the right note at the IMF meetings last week.

    Emerging Markets Debt Daily

    October 16, 2020

    IMF – Cautious Optimism, Nagging Concerns

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

    The key message from the IMF Annual Meetings is that of cautious optimism. The consensus started to price in another sizable rate hike in Turkey.

     Read more
    Emerging Markets Debt Daily

    October 15, 2020

    Growth Outlook Is Finally Turning

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

    The IMF’s flagship World Economic Outlook shows improvements in the global growth forecast. China inflation is falling, making real yields more attractive.

     Read more
    Emerging Markets Debt Daily

    October 14, 2020

    IMF Meetings – EM Take Center Stage

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

    A big theme at this year’s Annual IMF Meetings is China’s emerging as an independent global growth driver. The market seems unfazed by a delay in South Africa’s budget presentation.

     Read more
    Emerging Markets Debt Daily

    October 13, 2020

    China Recovery – Positive Signals From Trade

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

    China’s foreign trade numbers confirm that the recovery momentum remains strong. Concerns about the virus’s second wave weigh on Central European currencies and macro outlooks.

     Read more