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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

    Russia opts for a smaller rate cut, but maintains dovish guidance. Mexico’s activity contracts more than expected in May, complicating the policy outlook for the central bank.

    Emerging Markets Debt Daily

    July 23, 2020

    Turkey Central Bank – Road to Redemption?

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

    Turkey stayed on hold for the second month in a row, confirming a more cautious policy stance. South Africa went for a 25bps rate cut, but space for additional easing is shrinking.

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    Emerging Markets Debt Daily

    July 22, 2020

    EM Reforms – Back From The Dead?

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

    Against all odds, we are seeing advancements in structural reforms in several major EM. Mexico’s pension reform proposal might actually end up better than expected.

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    Emerging Markets Debt Daily

    July 21, 2020

    EM Recovery – Reality Check

    by 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.

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    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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