Eastspring’s Gupta Is Positive on Equities, Risk Assets

The video discusses the positive outlook for equity markets and risk assets in 2021, focusing on reflationary proxies and their potential for growth. It highlights the undervaluation of certain US sectors compared to tech, and the potential for earnings recovery. The discussion also covers the value vs growth debate, with insights into Southeast Asian markets. The tech sector's high valuations and regulatory challenges are noted, along with the potential impact of fiscal stimulus on cyclical sectors.

What challenges do tech companies face in justifying their valuations?

What is the significance of fiscal stimulus as mentioned in the context of the market?