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VanEck Blog | Emerging Markets Debt Daily
January 08, 2021
Inflation Drumbeat – Mostly Distant in EM
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 DailyJanuary 07, 2021
Go EM!
by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
Read moreYesterday’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.
Emerging Markets Debt DailyJanuary 06, 2021
EM – Riding U.S. “Blue Wave”?
by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
Read moreThe consensus sees EM benefitting from the U.S. “Blue Wave”. China moves to extend the favored loan policy for small businesses.
Emerging Markets Debt DailyJanuary 05, 2021
EM Inflation - Low but Showing Risks
by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
Read moreThe 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.
Emerging Markets Debt DailyJanuary 04, 2021
EM Activity – Promising Start to the Year
by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
Read moreMost 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.