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VanEck Blog - Emerging Markets Debt Daily
Emerging Markets Debt DailyFebruary 21, 2020
Signs of Strain in Global Supply Chains
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.
Emerging Markets Debt DailyFebruary 20, 2020
China - What’s Behind January Credit Surge?
by Natalia Gurushina, Economist, Emerging Markets Fixed Income
Read moreChina’s January credit surge reflects both seasonality and policy decisions. The IMF finally admits that Argentina’s debt is unsustainable.
Emerging Markets Debt DailyFebruary 19, 2020
Turkey’s Central Bank – Last Slice?
by Natalia Gurushina, Economist, Emerging Markets Fixed Income
Read moreTurkey predictably delivered another policy rate cut. South Africa’s inflation remains well-behaved.
Emerging Markets Debt DailyFebruary 18, 2020
China - India Demonetization 2.0?
by Natalia Gurushina, Economist, Emerging Markets Fixed Income
Read moreChina’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.
Emerging Markets Debt DailyFebruary 14, 2020
EM Inflation Goes Awry?
by Natalia Gurushina, Economist, Emerging Markets Fixed Income
Read moreA big undershoot in Argentina’s inflation was due to lower regulated price increases. South Africa’s State of the Nation address touched on the right notes, but the proof is in the pudding.