Korea Will Have Strongest EPS Growth in 2021: Goldman’s Moe

The video discusses the correlation between equity and rates markets, highlighting strong global growth driven by fiscal stimulus and vaccine deployment. It explores earnings expectations, particularly in Korea, and the impact of rate risks on different Asian regions. The analysis includes China's market valuation and potential growth, as well as changes in Hong Kong's market structure.

What role do earnings play in the valuation of the Chinese market?

What are the implications of a potential valuation compression in the markets?

What changes are expected in the Hang Seng index due to recent announcements?