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  •  Daily Emerging Markets Debt Insights
    Emerging Markets Debt Daily

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

    Brazil’s government and the congress reportedly reached a deal over 2021 budget. Colombia’s new tax bill might save the sovereign from a rating downgrade.

    Emerging Markets Debt Daily

    April 19, 2021

    Russia - Lining Up Defenses

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

    Russia is expected to hike the policy rate after the new U.S. sanctions. Brazil’s economic activity surprised to the upside in February, but it is far from impressive

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    Emerging Markets Debt Daily

    April 16, 2021

    China’s Q1 Growth Hiccup – Temporary?

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

    China’s slow sequential Q1 growth reflected the virus’s winter resurgence. Poland’s core inflation is nearing 4%, but the central bank remains uber-dovish.

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    Emerging Markets Debt Daily

    April 15, 2021

    Russia – New Sanctions, Limited Concerns?

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

    The new U.S. sanctions on Russia restrict access to the primary market for Russian government debt. Turkey kept the policy rate on hold, but removed tightening bias.

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    Emerging Markets Debt Daily

    April 14, 2021

    China Tackles Local Governments Debt

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

    China introduces new regulations to reign in local government financing. Big inter-regional differences in the size of net interest payments are set to persist in EM in the coming years.

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