Emerging markets
https://my.mnimarkets.com/dashboard?widget=/bullets/em-bulletsReal-time insight of emerging markets in CEMEA, Asia and LatAm region.
EM Bullets
USD/CNH extended its pullback post Tuesday's Asia close, before finding support around 6.8600 in US trade. We track near 6.8790 in early Wednesday dealings, after posting a 0.12% gain for Tuesday's session. We are back under the 20-day EMA, but firmer resistance has been evident around the 50-day EMA (6.9310). On the downside, outside of Tuesday lows, late Feb lows were at 6.8267. The DXY and BBDXY indices lost ground in Tuesday trade, but recovered from lows in US trade as oil rebounded amid conflicting Strait of Hormuz reports. This filtered through to USD/CNH which is still following broader USD trends. * Spot USD/CNY ended at 6.8685 on Tuesday, while the CNY CFETS basket tracker was at 99.46, off recent highs of 99.90, in line with lower risk aversion and softer USD index levels. Still, crosses like CNH/JPY remain in firm uptrends, with the pair close to an upside test of 23.00 (last 22.976). * Yesterday's strong export data/healthy trade balance, should reinforce a firmer yuan backdrop, particularly ahead of US President Trump's planned visit to China in a few weeks. * CNH seasonality is typically weaker in March and April, but such trends may not appear, at least until post Trump's visit (he is due to arrive on March 31). * On the data front, we await Feb new loans/aggregate finance figures (due between now and Mar 14).
Mar-10 22:08* Bank of Korea to Sell KRW500 Bn 1-Year Bonds * Vietnam to Sell VND1 Trillion 4.1% 2041 Bonds * Vietnam to Sell VND1 Trillion 3.3% 2031 Bonds * Vietnam to Sell VND11 Trillion 4% 2036 Bonds * Vietnam to Sell VND500 Bn 2046 Bonds * Malaysia to Sell MYR1.5B 365-Day Islamic Bills * China to Sell CNY32 Bn 2.28% 2075 Bonds * China to Sell CNY40 Bn 91-Day Bills * India to Sell INR80 Bn 364-Day Bills * India to Sell INR140 Bn 91-Day Bills * India to Sell INR120 Bn 182-Day Bills * South Korea to Sell KRW2.5T 63-Day Financial Bills on... * Bank Indonesia to Sell 94-Day Dollar Sukuk Bills * Bank Indonesia to Sell 31-Day Dollar Sukuk Bills * Bank Indonesia to Sell 276-Day Dollar Sukuk Bills * Bank Indonesia to Sell 185-Day Dollar Sukuk Bills * Bank Indonesia to Sell 367-Day Dollar Sukuk Bills
Mar-10 21:31------------------------------------------------------------------------------ 0200GMT 0900HKT 1100AEDT South Korea Exports 10 Days YoY 0200GMT 0900HKT 1100AEDT South Korea Imports 10 Days YoY 0500GMT 1200HKT 1400AEDT South Korea Bank Lending To Household Total FEB source: Bloomberg Finance LP / MNI
Mar-10 21:31-------------------------------------------------------------------------- 2350BST 0750HKT 1050AEDT Japan Feb PPI 0000BST 0800HKT 1100AEDT South Korea Mar First 10days Of Trade 0000BST 0800HKT 1100AEDT Australia 2036 Bond Sale 0300BST 1100HKT 1400AEDT South Korea Feb Bank Lending to Households 0335BST 1135HKT 1435AEDT Japan 5yr Debt Sale Source: Bloomberg Finance L.P./MNI
Mar-10 21:15Central Bank
The CBRT is widely expected to keep the one-week repo rate unchanged at 37%.
March 10, 2026 11:40There is limited pressure on the BNM to adjust rates given economic resilience.
March 04, 2026 00:20The Iran conflict raised uncertanty around the outcome of the NBP's policy meeting expected to result in a 25bp cut.
March 03, 2026 12:20We see no change from the BoT this week as they wait for clarity on government policy.
February 24, 2026 04:18Market Analysis
Mexico and Brazil February CPI inflation and the BCRP rate decision are the main focuses across Latam.
Mar-06 17:04CPI inflation data in Hungary and Poland and the CBRT rate decision highlight next week's calendar.
Mar-06 15:46Brazil Q4 GDP and Chile and Colombia February CPI inflation are the main focuses across Latam next week.
Feb-27 17:17The NBP rate decision and Turkey CPI inflation data provide the highlights across the region next week.
Feb-27 15:34Political Risk
Amid confused signalling on the war in Iran, MNI assesses factors pushing towards a short or long-term conflict
March 10, 2026 16:48President Nawrocki and NBP Governor Glapiński announced a proposed alternative to the EU's loans-for-weapons scheme.
March 05, 2026 12:30We look at the market and political implications of the Spring Statement and expectations for the FY26/27 gilt remit.
March 02, 2026 07:04MNI's Political Risk team outlines the major political events scheduled throughout the year in 2026
December 31, 2025 14:42Election Previews
PM Takaichi looks to secure a majority for the LDP in 8 Feb election to ease passage of her fiscal stimulus agenda
Feb-05 15:36Election sets up a 3-way contest between progressives, populists, and conservatives that will influence policy direction
Feb-04 16:51First round election on 16 November could set up another far-left vs. far-right contest for the presidency
Nov-13 13:03Centrist parties look set to make gains at expense of populists, lengthy coalition negotiations expected after election.
Oct-28 16:17
