In today’s briefing:
- Reiterating Japan Overweight — Add Exposure; Nikkei 225, TOPIX, TOPIX Small All Breaking Out
Reiterating Japan Overweight — Add Exposure; Nikkei 225, TOPIX, TOPIX Small All Breaking Out
- Our bullish outlook (since early-November 2023) remains intact. We continue to recommend buying dips as long as MSCI $ACWI and $EEM remain above important supports at $110 and $41-$42, respectively.
- We are reiterating Japan as an Overweight — Add Exposure; Nikkei 225, TOPIX, TOPIX Small All Breaking Out. And 2+ year RS uptrends remain intact on TOPIX and Nikkei 225
- We take a break from recommending Technology (though we are still bullish) and highlight buys within global Energy, Health Care, Telecommunications, and Utilities
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