Inflation

"... The main threat is from emerging economies. There, inflation indices are now too high, reflecting heavy weightings towards food and energy, where prices have soared. Bric inflation hit 8 per cent year-on-year last month, double the level at the start of 2007. State policy is partly to blame. Short-term real interest rates are negative in Russia and China, while the latter’s currency peg is unhelpful. But prices also reflect structural shortages. In physical commodities it will take time for capital investment to bring new supply on line. Meanwhile, it is conceivable that some foods might run out: this week China, India, Egypt and Vietnam restricted rice exports to boost domestic supply ..." FT.com

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