BNP Paribas' Raychaudhuri on Asian Markets, Strategy

The video discusses the bullish outlook on South Korea's market, driven by exports and tech demand, despite economic challenges. It highlights the potential impact of short selling resumption. The broader Asian market is expected to benefit from global recovery, US dollar depreciation, and emerging market currency appreciation. Key investment strategies include a barbell approach focusing on financials, TMT, and consumer staples, while also capitalizing on tech megatrends like E-commerce and 5G.

What is the expected impact of short selling on Korean stocks as discussed?

How does the speaker view the potential for inflation in 2021?

What strategy is being followed in the Asian equity markets according to the discussion?