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Thought Leaders - Natalia Gurushina
Chief Economist, Emerging Markets Fixed Income Strategy

About Natalia

Understanding the macroeconomic nuances of emerging markets takes a keen eye, developed over years of practice. However, more importantly, the ability to translate and clearly communicate the ramifications of these trends is an innate skill. Natalia combines these qualities through sharing her daily views on emerging markets.

My Insights

Emerging Markets Debt Daily

March 02, 2021

China Steps Up Anti-Bubble Rhetoric

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

China’s banking regulator warns about domestic and global asset bubbles. Brazil’s fiscal concerns push the market to price in earlier and more aggressive rate hikes. 

Emerging Markets Debt Daily

March 01, 2021

China Activity Gauges – Down But Not Out

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

China’s activity gauges slowed further in February, but this weakness is likely to be temporary. Activity gauges across EM showed a lot of divergence.

Emerging Markets Debt Daily

February 26, 2021

Lesson From Selloff – EM Is Not A Monolith

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

Yesterday’s EM rates and currency selloff was not completely indiscriminate – South Africa was hit much harder than “safer” credits such as China.

Emerging Markets Debt Daily

February 25, 2021

Brazil’s Splitting Headache

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

Brazil’s key near-term risk is that the emergency aid bill will be approved without compensatory measures. Mexico’s electricity bill raises further concerns about reforms’ rollback.