2021 Another Good Year for Investors: StanChart’s Brice

The video discusses the 2021 market outlook, focusing on high valuations in bond and equity markets, and the potential impact of fiscal stimulus and vaccine rollouts. It explores the timing of investments amid market rallies, contrarian plays like gold, and the value vs growth debate. The performance of emerging markets, particularly China, is analyzed, highlighting China's growth potential. The bond market outlook is also covered, emphasizing Asian credit as an attractive investment area despite rising defaults.

What are the concerns regarding the fiscal developments in the US and their impact on the market?

What are the expectations for China's economic growth in 2021, and what factors contribute to this outlook?

How is the bond market expected to perform in the upcoming year, particularly in Asia?