Global Economy Will Rev Back Up in 2022, Says JPM's Kelly

The video discusses the political and economic tensions between the US and China, highlighting the impact of political blame on economic decisions. It explores the potential effects of repatriating supply chains on the US economy and analyzes the valuation of international equities. The video concludes with predictions about the future of the global economy post-pandemic, emphasizing the importance of not underweighting international stocks.

What role do emerging markets play in the future of international equities as discussed?

In what ways might the global economy recover post-pandemic according to the discussion?