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

     Emerging Markets Debt Daily
    Emerging Markets Debt Daily

    Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy

    Moody’s affirmed Brazil’s issuer rating, reminding us that political noise obscures important macro strengths. Argentina is rallying on recognition that the government is in negotiation with creditors.

    Emerging Markets Debt Daily

    May 15, 2020

    China Recovery – Case for Optimism

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

    China’s recovery continues, but an uneven pace. Mexico’s expected 50bps rate cut was perceived as hawkish by some market participants.

     Read more
    Emerging Markets Debt Daily

    May 14, 2020

    Brazil – Currency Support Evaporates

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

    Political noise continues to weigh on the Brazilian real. The market is evaluating a possibility of another cut in the reserve requirements for banks in China.

     Read more
    Emerging Markets Debt Daily

    May 13, 2020

    India Stimulus Aims High

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

    India announced a new stimulus package worth 10% of GDP. Turkey’s current account deficit shows no signs of correction despite the weaker currency.

     Read more
    Emerging Markets Debt Daily

    May 12, 2020

    China – Feeling at Ease to Ease More

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

    China’s disinflation intensified in April, opening room for more policy easing. Mexico’s industrial production weakened further, highlighting structural issues and justifying more rate cuts.

     Read more