Episode Synopsis "Jefferies Asia Friday 19/02/2021"

Asia mostly weaker but recovered from midday lows. PBOC liquidity drain dragging HK, Southbound also a net seller earlier, with rotation into cyclicals and value. Inflation scares the talk in Japan, amid a fatigued market. Korea outperformed, though reopening themes struggled as COVID cases increases.

Listen "Jefferies Asia Friday 19/02/2021"

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