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VanEck Blog | Emerging Markets Debt Daily
November 10, 2020
China Disinflation – On A Roll?
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 DailyNovember 09, 2020
Turkey Personnel Overhaul – A Turning Point?
by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
Read moreAll 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.
Emerging Markets Debt DailyNovember 06, 2020
China – Strong Yuan Support
by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
Read moreThe fundamental support for the Chinese currency remains strong. Brazil inflation is edging higher, and there are some developments that should be watched carefully.
Emerging Markets Debt DailyNovember 05, 2020
EM Recovery – Regional Nuances
by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
Read moreEM 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.
Emerging Markets Debt DailyNovember 04, 2020
China Growth – Full Steam Ahead
by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
Read moreChina’s growth is getting additional support from the demand side. The market continues to demand a “blunt” rate hike in Turkey.