Hint of Stagflation Highlights RBI Policy Error, but Exports Are an Island of Strength

RBI Raises Rates, but Will Likely Look Foolish when Inflation Moderates

The Investment-Led Rebound Accelerates to 7.7% Real GDP Growth

Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

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Thematic (Sector/Industry)

Brazil Consumer discretionary / Thematic (Sector/Industry)

<ul>
<li>Turkey: Erdogan appointed son-in-law to head economy. Hints that interest rates need to come down hurt lira.</li>
<li>Brazil: IMF experts visited last week and seem set to ratchet down GDP expectations for 2018.  They are looking for GDP of just 1.8 for 2018 - much lower than the 2.3% they were expecting as recently as May.</li>
<li>Indonesia: Doubts rise about hitting 5.3% GDP growth for 2018 as challenges mount. Weak lira, higher rates and political divisions could hurt 2018 - We will focus on 2019 for growth…</li>
</ul>


Turkey: Erdogan appointed son-in-law to head economy. Hints that interest rates need to come down hurt lira.
Brazil: IMF experts visited last week and seem set to ratchet down GDP expectations for 2018.  They are looking for GDP of just 1.8 for 2018 - much lower than the 2.3% they were expecting as recently as May.
Indonesia: Doubts rise about hitting 5.3% GDP growth for 2018 as challenges mount. Weak lira, higher rates and political divisions could hurt 2018 - We will focus on 2019 for growth…


RRG Global Macro - Inflation Continues to Rise - Trade War Won't Help - Opportunities in EM