M&G Investments Sees Opportunities in Japan, Korea in 2021

The transcript discusses the ongoing impact of COVID-19, the vaccine rollout, and its implications for global markets. It highlights investment themes for 2021, focusing on biotech, entertainment, and Asian markets. The discussion also covers market risks, the influence of government on big tech, and the importance of ESG in investment strategies.

What is the expected trend for virus-related challenges in 2021?

• Immediate economic recovery

• Complete eradication of the virus

• Continuation of virus-related challenges

• No impact on global markets

Which sector is expected to see significant opportunities due to COVID-19?

• Real estate

• Tourism and hospitality

• Automobile industry

• Biotech and healthcare

What is a key area of growth in non-linear entertainment?

• Radio broadcasting

• Print media

• Live streaming of commerce

• Traditional television

Which Asian market is expected to have increased capital market activities in 2021?

• South Korea

• Japan

• India

• Taiwan

What is a major concern for large tech companies in 2021?

• Lack of innovation

• High production costs

• Government interventions

• Decreasing user base

What does ESG stand for in investment strategies?

• Economic, Security, and Growth

• Environmental, Social, and Governance

• Economic, Social, and Governance

• Environmental, Security, and Growth

Which region is expected to lead in ESG metrics in the coming years?

• North America

• Africa

• Europe

• Asia