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    Emerging Markets Debt Daily

    Natalia Gurushina, Economist, Emerging Markets Fixed Income

    A slower pace of India’s economic expansion drew attention to structural impediments to growth. A series of sizable upside inflation surprises in emerging markets might limit the central banks’ ability to provide additional policy support in the coming months.

    Emerging Markets Debt Daily

    January 06, 2020

    China – Seasonality Strikes Again

    by Natalia Gurushina, Economist, Emerging Markets Fixed Income

    China’s seasonality affected the latest activity gauges, but 3-month moving averages continue to show a cyclical bounce. Reports about the untimely demise of Argentina’s Council of Advisors introduced an additional element of uncertainty in the upcoming debt talks.

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    Emerging Markets Debt Daily

    January 03, 2020

    EM Hit by Geopolitical Tensions

    by Natalia Gurushina, Economist, Emerging Markets Fixed Income

    Today’s emerging markets (EM) price action is mostly driven by a spike in geopolitical tensions. Mexico’s activity gauges weakened further in December, decoupling from the rest of EM.

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    Emerging Markets Debt Daily

    January 02, 2020

    China – Supporting Green Shoots

    by Natalia Gurushina, Economist, Emerging Markets Fixed Income

    China’s activity gauges stayed in expansion zone, but authorities offered more policy support in the form of the reserve ratio cut to improve the growth momentum. Argentina issued a government bond to tap the central bank reserves for foreign debt payments.

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    Emerging Markets Debt Daily

    June 26, 2019

    China Drive to Cut Private Borrowing Costs

    by Natalia Gurushina, Economist, Emerging Markets Fixed Income

    China is mulling new initiatives to lower the private sector’s borrowing costs. In Brazil, delaying the pension bill vote until next week is not fatal, but the timeline is important for the central bank’s ability to cut rates.

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