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VanEck Blog | 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.
Emerging Markets Debt DailyMarch 04, 2021
Brazil – More Spending, Fewer Risks?
by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
Read moreBrazil approved a market-friendly version of the emergency aid bill. Mexico’s central bank raised its growth forecasts, limiting room for additional easing.
Emerging Markets Debt DailyMarch 03, 2021
Turkey Inflation – Under Pressure
by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
Read moreTurkey’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?
Emerging Markets Debt DailyMarch 02, 2021
China Steps Up Anti-Bubble Rhetoric
by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
Read moreChina’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.
Emerging Markets Debt DailyMarch 01, 2021
China Activity Gauges – Down But Not Out
by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
Read moreChina’s activity gauges slowed further in February, but this weakness is likely to be temporary. Activity gauges across EM showed a lot of divergence.