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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

    The consensus is increasingly pricing in EM rate hikes in 2021. Brazil’s external balance remains the country’s undisputed macro strength.  

    Emerging Markets Debt Daily

    September 22, 2020

    Brazil Policy Rate – Low For Longer?

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

    Brazil’s central bank intends to keep the policy rate low as long as certain conditions are met. South Africa’s leading indicator rebounds, but high unemployment poses a major risk for recovery.

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    Emerging Markets Debt Daily

    September 21, 2020

    Turkey – Long Road to Policy Credibility

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

    Turkey got slammed by Moody’s for depleting external buffers. China kept the benchmark rates on hold as the recovery is gaining pace.

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    Emerging Markets Debt Daily

    September 18, 2020

    China Index Inclusion - Excitement Grows

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

    The market expects China to be included in FTSE World Global Bond Index. EM overseas remittances prove more COVID-resistant than initially feared.

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    Emerging Markets Debt Daily

    September 17, 2020

    No Appetite for Rate Cuts in EM

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

    South Africa, Brazil and Indonesia kept their policy rates on hold. South Africa’s central bank rightly argued that monetary expansion alone cannot solve all problems.

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