Markets Have Good Reasons to Extend Risk Rally: HSBC PB

The video discusses the positive market outlook due to vaccine developments and the peaceful US leadership transition. It highlights investment strategies focusing on procyclical sectors and quality growth stocks in the US. The Asian market is expected to outperform due to strong economic recovery and trade deals. The video also examines the impact of trade deals and ongoing US-China relations on the global economy.

What are the implications of the Regional Comprehensive Economic Partnership mentioned in the text?

How does the speaker perceive the trade deal between the US and China?

What are the expected drivers for earnings growth in the upcoming year according to the speaker?