Episode Synopsis "Jefferies Asia Thursday 18/02/2021"

China reopened strong after CNY holiday but CSI300 retreated from over a 10 year high. Central Bank withdrew funds from system and some profit taking seen. In HK standouts in Chinese telcos supported by Southbound Connect flows, divergence in tech but healthcare, gaming, f&b weaker. In Japan all eyes on Fast Retailing in the apparel space, while high beta cyclicals and energy, financials took a breather.

Listen "Jefferies Asia Thursday 18/02/2021"

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