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  •  Emerging Markets Debt Daily

    VanEck Blog | Emerging Markets Debt Daily

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

    EM inflation drumbeat is not yet very strong, despite local risks and the louder chatter in DM. Brazil’s industrial production is recovering, but the pace of the emergency aid withdrawal will be key in many respects.

    Emerging Markets Debt Daily

    January 07, 2021

    Go EM!

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

    Yesterday’s pandemonium on Capitol Hill only strengthened our conviction about EM as an asset class. Mexico’s headline inflation eased in December, leading to suggestions about a rate cut at the next central bank’s meeting.

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    Emerging Markets Debt Daily

    January 06, 2021

    EM – Riding U.S. “Blue Wave”?

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

    The consensus sees EM benefitting from the U.S. “Blue Wave”. China moves to extend the favored loan policy for small businesses.

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    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.

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    Emerging Markets Debt Daily

    January 04, 2021

    EM Activity – Promising Start to the Year

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

    Most 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. 

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