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  •  Emerging Markets Debt Daily

    VanEck Blog | Emerging Markets Debt Daily

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

    Turkey’s current account showed a visible improvement in October. Mexico’s industrial production ended the year on a high(er) note.

    Emerging Markets Debt Daily

    December 10, 2020

    Brazil Hawks Spread Their Wings

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

    Brazil’s central bank message is getting decidedly hawkish. South Africa’s cyclical external adjustment continued with current account surplus surging to 5.9% of GDP in Q3.

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    Emerging Markets Debt Daily

    December 09, 2020

    China Deflation? – Details Disagree

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

    Falling pork prices played a big role in pushing China’s annual inflation below zero in November. China’s credit aggregates signal that domestic recovery is progressing well.

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    Emerging Markets Debt Daily

    December 08, 2020

    EM Inflation – Rising Concerns

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

    Food prices have an uneven impact across EM, and the consensus started to price in some EM rate hikes in 2021. South Africa’s Q3 GDP rebound was impressive, but the underlying picture in not rosy.

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    Emerging Markets Debt Daily

    December 07, 2020

    China Exports – Powering Ahead

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

    China’s exports beat expectations by a wide margin, and the outlook might not be as bad as during the virus’s first wave. Mexico’s new infrastructure plan is back in focus due to the deepening investments contraction.

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