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  •  Emerging Markets Debt Daily

    VanEck Blog | Emerging Markets Debt Daily

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

    China’s on-going disinflation improves the fundamental backdrop for local fixed income products. The market is still waiting for concrete signs of a policy U-turn in Turkey following major personnel changes.

    Emerging Markets Debt Daily

    November 09, 2020

    Turkey Personnel Overhaul – A Turning Point?

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

    All eyes are on Turkey’s policy mix following the surprising personnel overhaul. China’s softer import growth is not yet indicative of weaker domestic demand.

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    Emerging Markets Debt Daily

    November 06, 2020

    China – Strong Yuan Support

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

    The fundamental support for the Chinese currency remains strong. Brazil inflation is edging higher, and there are some developments that should be watched carefully.

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    Emerging Markets Debt Daily

    November 05, 2020

    EM Recovery – Regional Nuances

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

    EM is in the recovery mode, but the progress is uneven – especially on the regional basis. Brazil’s fiscal concerns refuse to go away despite a major relief rally.

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    Emerging Markets Debt Daily

    November 04, 2020

    China Growth – Full Steam Ahead

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

    China’s growth is getting additional support from the demand side. The market continues to demand a “blunt” rate hike in Turkey.

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