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VanEck Blog | Emerging Markets Debt Daily
January 05, 2021
EM Inflation - Low but Showing Risks
by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
The near-term outlook for EM inflation is mostly benign, but regulated prices, minimum wage increases, and higher commodity prices point to upside risks. Currency appreciation creates policy challenges in parts of EM.
Emerging Markets Debt DailyJanuary 04, 2021
EM Activity – Promising Start to the Year
by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
Read moreMost activity gauges in EM stayed in the expansion zone and showed improvement in December. Turkey might stay on hold in January despite an upside inflation surprise.
Emerging Markets Debt DailyDecember 18, 2020
EM – Old or Rich…Which Comes First?
by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
Read moreChina is getting old before getting rich―together with a bunch of other emerging markets.
Emerging Markets Debt DailyDecember 17, 2020
EM Rates – Easing Ends
by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
Read moreThe average EM policy rate is grinding higher, and the list of countries where the market sees 2021 rate hikes is getting longer.