Vishnu gives his views on market direction at the moment, driven largely by vaccine news and stimulus expectations. There is nervousness in markets, particularly in Europe as a result of Brexit talks going down to the wire. Vishnu also holds the view that the new Biden administration and some of China’s domestic moves, including tightening of liquidity may actually have a positive for ASEAN.
Guest: Vishnu Varathan, Head of Economics and Strategy at Mizuho Bank
Presenter: Brian Fernandez