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  •  Emerging Markets Debt Daily

    VanEck Blog | Emerging Markets Debt Daily

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

    U.S. President Trump’s ban and local default headlines weigh on Chinese corporates. Poland and Hungary threaten to veto disbursements from the EU recovery fund.

    Emerging Markets Debt Daily

    November 16, 2020

    Asia Pacific Trade Deal – Win for China?

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

    Asia’s new regional free trade deal is considered a big geopolitical win for China. Brazil’s fiscal agenda is back in focus after the municipal elections.

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    Emerging Markets Debt Daily

    November 13, 2020

    Mexico Rates – Hawks Take Flight

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

    Mexico’s central bank unexpectedly decided to stay on hold, addressing persistent inflation pressures. Brazil’s recovery is stronger than expected, but fiscal concerns refuse to go away.

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    Emerging Markets Debt Daily

    November 12, 2020

    Turkey – Waiting for “Extraordinary Evidence”

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

    The consensus now expects a 475bps rate hike in Turkey next week. South Africa’s unemployment is back above 30%.

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    Emerging Markets Debt Daily

    November 11, 2020

    Turkey – Great Expectations

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

    President Erdogan’s policy comments spurred a major rally in Turkish assets. China’s October monetary aggregates gave rise to suggestions that credit growth is peaking.

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