Citi PB: 'Covid Cyclicals' in Asia Are Likely to Rebound

The video discusses the economic recovery in China post-COVID, highlighting the return of domestic airline travel and export growth. It contrasts this with the economic challenges faced by South and Southeast Asia, where equity prices have declined. The video also explores market timing risks, the impact of vaccine news, and the performance of tech stocks. Japan's economic outlook is considered, with a focus on its cyclical market composition. Finally, the video examines shifts in consumer spending and the ongoing recovery from the COVID shock, noting the influence of interest rates.

What challenges do tourism-dependent economies in Southeast Asia face?

How might the recovery from COVID-19 differ across various sectors in Asia?

What role do interest rates play in the economic recovery post-COVID?