South Korea, India, Vietnam Stocks to Do Well: Mirae

The video discusses the positive outlook for equity markets due to policy predictability under the Biden administration. It highlights a shift in market leadership towards cyclical stocks, which are expected to outperform structural growth stories. The discussion also covers the potential impact of inflation on economic recovery, emphasizing higher nominal GDP growth. Emerging markets are poised to benefit from dollar weakness and capital flows. Finally, 2021 is seen as a promising year for disciplined active fund managers due to improved market breadth.

In what ways are emerging markets expected to perform in the coming years?

What is the significance of the 30-year inflation break evens mentioned in the text?