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  • VanEck Blog - Emerging Markets Debt Daily

    Emerging Markets Debt Daily

    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.

    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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    Emerging Markets Debt Daily

    June 21, 2019

    South Africa Fiscal Stabilization in Question

    by Natalia Gurushina, Economist, Emerging Markets Fixed Income

    Frontloading support for South Africa’s state-owned companies may push the 2019-2020 fiscal gap beyond 5% of gross domestic product. Central European industrial activity has yet to feel the impact of the eurozone’s manufacturing contraction, supporting neutral policy bias in countries like Poland.

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