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  •  Daily Emerging Markets Debt Insights

    VanEck Blog | Emerging Markets Debt Daily

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

    China introduces new regulations to reign in local government financing. Big inter-regional differences in the size of net interest payments are set to persist in EM in the coming years.

    Emerging Markets Debt Daily

    April 13, 2021

    China Trade – Putting Things in Perspective

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

    China’s imports are trending up, in line with the domestic recovery. Brazil is frantically trying to solve this year’s fiscal puzzle.

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    Emerging Markets Debt Daily

    April 12, 2021

    China Policy Normalization – Get Used to It

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

    China’s monetary and credit aggregates shows that policy normalization is well underway. Turkey’s rising unemployment suggests that pro-growth policies might stage a comeback.

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    Emerging Markets Debt Daily

    April 09, 2021

    IMF Meetings – A Risk of Multi-Speed Recovery

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

    The longer-term implications of the multi-speed recovery is a major theme at the IMF meetings. Discussions about inflation and bond vigilantism also feature prominently, which explains interest in today’s inflation releases in EM.

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    Emerging Markets Debt Daily

    April 08, 2021

    IMF Meetings – Real Growth or Inflation?

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

    The U.S. economy, China’s policy normalization and the impact of ultra-loose policies on global growth are at the center stage at the IMF Spring Meetings. Mexico’s huge upside inflation surprise means there is no space for rate cuts.

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