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 are the expected trends in COVID-19 cases as the vaccine rollout progresses in 2021?

How has the pandemic influenced investment themes in biotech and related sectors?

What opportunities are anticipated in the Asian markets, particularly in China, Japan, and India, for 2021?

How do you perceive the relationship between volatility and risk in the current market environment?

Discuss the potential impact of government intervention on large tech companies in 2021.

What role does ESG (Environmental, Social, and Governance) play in investment strategies for 2021?

What changes in corporate governance are expected in Asia as a result of the pandemic?