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  • VanEck Blog - Emerging Markets Debt Daily

     Emerging Markets Debt Daily
    Emerging Markets Debt Daily

    Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy

    EM inflation landscape is uneven, but there is room for targeted policy support in countries like China. Mexico’s authorities are not planning major changes in 2021 fiscal framework.

    Emerging Markets Debt Daily

    September 08, 2020

    EM Growth – Reluctant Consensus

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

    The consensus seems reluctant to upgrade EM growth forecasts for 2020 and 2021. Russian assets are pressured by lower oil prices and geopolitical noise.

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    Emerging Markets Debt Daily

    August 28, 2020

    Big Picture – Emerging Markets Rock!

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

    EM fundamentals are expected to look stronger than DM in both 2020 and 2021. Many EMs continue to show textbook adjustment of their trade balances, which leads to positive feedback loops in the economy.

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    Emerging Markets Debt Daily

    August 27, 2020

    Inflation Overshoot – Not for EM

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

    The U.S. Fed signals that it can tolerate inflation overshoots, but this is not an option for most EMs. The main goal of Argentina’s request to start formal talks with the IMF is to postpone payments under the 2018 deal.

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    Emerging Markets Debt Daily

    August 26, 2020

    EM Debt Daily: South Africa – Inflation and Policy Limitations

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

    South Africa’s inflation surprised to the upside in July, limiting room for traditional policy easing. Mexico’s 2020 GDP will be one of the weakest in LATAM despite the June bounce.

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