What RegentAtlantic's Kapyrin Likes About Emerging Markets

The video discusses the challenges and opportunities in emerging markets, highlighting the vivid negative news compared to positive developments. It covers the inclusion of Chinese A shares in the MCI index, emphasizing the importance of indexing. The video also addresses earnings growth in emerging markets and the global impact of inflation, noting the bond market's reaction and the Fed's stance on inflation rates.

What factors are contributing to the current inflation concerns?

Why is this year considered different regarding inflation predictions compared to previous years?