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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

    China’s credit and monetary aggregates surprised to the upside in April, reflecting pent-up demand and the policy stimulus. Argentina extended the deadline for its debt restructuring proposal.

    Emerging Markets Debt Daily

    May 08, 2020

    Disinflation Forces Prevail For Now

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

    EM inflation continues to moderate, and Russia’s uptick appears to be an exception. Political noise in Brazil remains high, despite public reassurances that the Economy Minister is in full control of the macro agenda.

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    Emerging Markets Debt Daily

    May 06, 2020

    China – Embracing Structural Changes

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

    China is providing valuable insights into the post-crisis growth patterns and structural shifts. The Turkish lira remained under pressure as official communications failed to reassure the market.

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    Emerging Markets Debt Daily

    May 05, 2020

    Deflation Emerges As Major Risk

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

    Deflation emerges as a major near-term risk in EM, as food and energy prices drop sharply. Indonesia’s weak Q1 growth performance leaves room for more rate cuts. 

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    Emerging Markets Debt Daily

    May 04, 2020

    Turkey Inflation Dips Lower – More Rate Cuts?

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

    Turkey’s inflation moderated further in April, leaving more room for rate cuts. Mexico’s remittances were surprisingly strong, but the World Bank expects a 20% decline in global remittances in 2020.

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