Expect 10% Upside for Asian Stocks in 2021: HSBC

The video discusses the positive momentum in markets due to vaccine and stimulus news, with a focus on Asian equities. It explores investment themes in ASEAN, particularly in telco and tech sectors, and provides an outlook for the China tech sector in 2021. The discussion includes the Year of the Ox and market trends, highlighting the potential for underperformers to catch up. Growth opportunities in Korea, China, and India are identified, with a focus on sectors like autos and light industrials. The impact of 5G and the rise of retail investors are also discussed.

What opportunities are highlighted in the Korean market?

What is the outlook for growth versus value in the current market context?

How is the rise of retail investors impacting the market according to the text?