How India Inflation Is Reshaping Emerging Market Investing

India's inflation accelerated to 4.38 percent in June 2026, exceeding forecasts and complicating the Reserve Bank of India's monetary policy path. In this episode, Lucas and Luna examine why India's inflation data matters for emerging market investors, how it contrasts with China's disinflationary trend, and what it means for the widening divergence between the India and Brazil ETF performances. They dig into the specific trade-offs: a stronger rupee versus sticky services inflation, how the inflation surprise may delay expected rate cuts, and why the iShares MSCI India ETF (INDA) has slid 1 percent this week even as the Brazil ETF (EWZ) rallied 2.3 percent. With the US dollar weakening and global capital flows shifting, understanding India's inflation narrative is key to positioning across EM equity markets. #IndiaInflation #InflationData #RBI #MonetaryPolicy #EmergingMarkets #EMInvesting #IndiaETF #INDA #EWZ #BrazilETF #ChinaInflation #GlobalTrade #RateCuts #Rupee #CurrencyMarkets #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo