Delta variant has been wrecking the world and although reported financial figures are looking good but it was from a backdrop of last year's major covid downfall of the markets. Many downplay the inflation risk in coming year but on the ground, looking at companies procurement plans and material costs. Everything is on the rise where transportation/logistic costs are up by abt 30% and raw material costs up my a substantial amount too due to chip shortages etc. Even recycling companies are raising their prices for taking in scrap materials such as metals and electronic boards as well as computer chips. These recycling prices have rose abt 30-40% per kg. All these amounts to general inflation around the world but markets are making ATH still. IMO this is a dangerous time to be