Equities Will Move Higher, Says UBS’s Zuercher

The video discusses the current state of the equity market, highlighting an extended rally and the attractiveness of the equity risk premium. It explores investment strategies focusing on cyclical sectors and commodities, influenced by Warren Buffett's actions in Japan. The analysis extends to Asian markets, particularly India and Singapore, noting India's strong performance and Singapore's struggles. The video concludes with investment strategies for 2021, emphasizing a barbell approach and the potential for earnings growth.

What sectors are identified as cyclical exposures in the investment strategy?

What is the speaker's perspective on the future of Singapore's equity market?