Citigroup’s Apabhai Sees Upside in Equities in 2021

The video discusses the current state of market momentum, highlighting that most good news is already priced in, limiting short-term upside. It advises caution in markets like Korea, India, and the US, suggesting waiting for a dip to buy. The video also explores emerging markets, noting potential gains but recommending patience for better risk-reward opportunities. It predicts moderate downside for the dollar, with stability expected by late 2021. The relationship between China's economic factors, such as iron ore and steel prices, and its GDP is examined, with a focus on potential regulatory challenges for Chinese tech companies.

What is the speaker's outlook on the currency market and the dollar by the third quarter of 2021?

What are the potential impacts of higher oil prices on the Chinese GDP outcome?