Prepare for a Volatile September in EM, Says Regent Atlantic's Kapyrin

The video discusses the challenges and dynamics of emerging markets, focusing on the debt and equity markets. It highlights the issues faced by countries like Argentina and Kenya in the debt market, and the different composition of the equity market, dominated by countries like China and India. The role of foreign investors, termed as 'tourist investors', is examined, emphasizing their impact on market stability. The interconnectedness of global markets is also discussed, noting how crises in one region can affect others, leading to volatility but not necessarily fundamental impairment.

Which countries are mentioned as not making up a significant percentage of the total equity opportunity set?

What does the speaker suggest about the impact of bad news from Turkey and Argentina on stronger markets?