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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

    India’s first post-COVID inflation release surprised to the upside, but should be treated with caution. Turkey’s current account deficit remained wide in May.

    Emerging Markets Debt Daily

    July 10, 2020

    China Credit – Rebound Continues

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

    China’s credit continued to expand in June, confirming that the stimulus is bringing results. Upside inflation surprises in EM continue to add up, but price pressures might turn short-lived.

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    Emerging Markets Debt Daily

    July 09, 2020

    Mexico – Poster Child for Supply Shocks

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

    Mexico’s inflation was boosted by the COVID-related supply shocks. China’s inflation also edged up, but the uptick was small and localized.

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    Emerging Markets Debt Daily

    July 07, 2020

    EM Reserves – Great Story Got Even Better

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

    EM successfully rebuilt their international reserves after the COVID-related loss. Countries with high real rates – like Malaysia – have room for more rate cuts.

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    Emerging Markets Debt Daily

    July 06, 2020

    China – “On a Tear”

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

    Chinese equities surged on the back of supportive activity gauges and the state media editorials. Argentina revealed its latest debt restructuring proposal.

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