Skip directly to Accessibility Notice
  •  Daily Emerging Markets Debt Insights

    VanEck Blog | Emerging Markets Debt Daily

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

    Higher global rates do not mean that EM fundamentals should be completely ignored. China’s strong net exports is a welcome tailwind for GDP growth.

    Emerging Markets Debt Daily

    March 05, 2021

    China – Focus on Quality of Growth

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

    China is targeting more moderate growth in 2021, but does not seem to be in a hurry to tighten policies. Russian assets hit by a threat of new sanctions.

     Read more
    Emerging Markets Debt Daily

    March 04, 2021

    Brazil – More Spending, Fewer Risks?

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

    Brazil approved a market-friendly version of the emergency aid bill. Mexico’s central bank raised its growth forecasts, limiting room for additional easing.

     Read more
    Emerging Markets Debt Daily

    March 03, 2021

    Turkey Inflation – Under Pressure

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

    Turkey’s central bank is under pressure to reassert its credibility after another sizable inflation surprise. Poland thinks the constitutional debt limit is no longer needed – will the market agree?

     Read more
    Emerging Markets Debt Daily

    March 02, 2021

    China Steps Up Anti-Bubble Rhetoric

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

    China’s banking regulator warns about domestic and global asset bubbles. Brazil’s fiscal concerns push the market to price in earlier and more aggressive rate hikes. 

     Read more


  •