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VanEck Blog - Emerging Markets Debt Daily
Emerging Markets Debt DailyDecember 02, 2020
Brazil Recovery – A Step Back?
by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
Brazil’s industrial production disappointed, raising concerns about the pace of recovery once the stimulus ends. Global food prices might be topping out, but risks remain.
Emerging Markets Debt DailyDecember 01, 2020
EM Growth – Bullish Signs
by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
Read moreThe vast majority of EM manufacturing gauges stayed in expansion zone in November. Brazil’s surprising decision to increase energy tariffs points to short-term inflation risks in EM.
Emerging Markets Debt DailyNovember 30, 2020
China Growth – Stronger Sequential Momentum
by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
Read moreChina’s official activity gauges point to a stronger sequential growth momentum. Turkey’s Q3 GDP bounced more than expected, but the end of cheap credit is a major headwind going into 2021.
Emerging Markets Debt DailyNovember 25, 2020
Brazil External Balance – Still A Bright Spot
by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
Read moreBrazil’s textbook current account adjustment continued in October. South Africa’s central bank is unlikely to react to the upside inflation surprise.
Emerging Markets Debt DailyNovember 24, 2020
Mexico Inflation – Turning the Corner?
by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
Read moreMexico’s disinflation might yet prove transitory. Turkey makes another policy tweak, but the market still demands more proof that policy normalization is here to stay.