VanEck Blogs | Emerging Markets Debt Daily

With no end to China/Evergrande contagion fears, the focus shifts to this week’s monetary policy meetings in the U.S. and major EMs.  

China’s Evergrande story is still unfolding, but it is important to remember EM strengths (especially on the external side) which create places to hide when things get tougher.

The Evergrande saga continues to weigh on market sentiment. Would the Fed mention China in its policy comments when it meets next week amidst China contagion risks?

The recent developments in China’s real estate sector raise questions about wider economic spillovers – not just in China but in wider EM.

The gap between inflation surprises in EM and DM looks unusually wide. What’s behind it and are EMs about to catch up?

The market hi-fived Argentina midterm primaries’ results, albeit it remains to be seen how this will affect the near-term policy mix. Political twists in Brazil and Chile continue to weigh on local bonds.