The two largest ETFs in the category, Vanguard FTSEEmerging Markets ETF (NYSE: VWO ) and the iShares MSCI Emerging MarketsIndex (NYSE: EEM ) now have a hefty $125 billion in assets under management. These economists say the yen will restrengthen in coming weeks, which means that an ETF such as the MAXIS Nikkei 225 Index (NYSE: NKY ) will likely get a lift from the currency reversal. Here's the problem with inflation: It forces government to take a series of punitive measures to slow the economy to help reduce inflationary pressures.