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  • VanEck Blog - Emerging Markets Debt Daily

    Emerging Markets Debt Daily

    Natalia Gurushina, Economist, Emerging Markets Fixed Income

    Argentina agreed to have an Article IV consultation with the IMF. Mexico’s bi-weekly inflation was lower than expected, leaving some wiggle room for the central bank.

    Emerging Markets Debt Daily

    February 21, 2020

    Signs of Strain in Global Supply Chains

    by Natalia Gurushina, Economist, Emerging Markets Fixed Income

    South Korea’s early foreign trade data shows signs of virus-related disruptions in global supply chains. Brazil’s widening current account deficit worsens the macro backdrop for the currency.

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    Emerging Markets Debt Daily

    February 20, 2020

    China - What’s Behind January Credit Surge?

    by Natalia Gurushina, Economist, Emerging Markets Fixed Income

    China’s January credit surge reflects both seasonality and policy decisions. The IMF finally admits that Argentina’s debt is unsustainable.

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    Emerging Markets Debt Daily

    February 19, 2020

    Turkey’s Central Bank – Last Slice?

    by Natalia Gurushina, Economist, Emerging Markets Fixed Income

    Turkey predictably delivered another policy rate cut. South Africa’s inflation remains well-behaved.

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    Emerging Markets Debt Daily

    February 18, 2020

    China - India Demonetization 2.0?

    by Natalia Gurushina, Economist, Emerging Markets Fixed Income

    China’s policy response to the crisis is not your typical “whatever it takes” (yet). The first post-virus activity gauges support the U.S. outperformance story.

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