Key Takeaways
Japan’s Political Shift Fuels Market Euphoria: The big news is how the political leadership shift in Japan is acting as a gift that keeps on giving. Japan’s Nikkei 225 surged +1.8% to a fresh record high of 48,580 and is now up a resounding +22% year-to-date. The entire Asian equity complex enjoyed a solid session — China’s Shanghai Composite (+1.3%), Taiwan (+0.9%), Thailand (+0.5%), and India (+0.3%) were all up. Remember — our Strategizer model has been favoring this part of the world for more than a year.
