Strategy Note /
Global

If inflation persists which emerging markets are best prepared?

  • Low new US jobs (235k vs 733k expected) delays Taper but EM is still better served by being ahead of the inflation curve

  • Turkey's high inflation (19.25% vs 18.75% expected) shows how food and fuel can hurt (even more than Erdogan heterodoxy)

  • We screen real interest rates in EM to see who is better prepared in case inflation persists or the US starts tapering

If inflation persists which emerging markets are best prepared?
Hasnain Malik
Hasnain Malik

Strategy & Head of Equity Research

Tellimer Research
5 September 2021
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