Reiterating Japan Overweight -- Add Exposure Our bullish outlook (since early-November 2023) remains intact, and we continue to recommend buying dips as long as MSCI ACWI (ACWI-US) and EM (EEM-US) remain above important supports at $110 and $41-$42, respectively. Reiterating Japan Overweight -- Add Exposure. The Nikkei 225 displays a 2-month base breakout, and the TOPIX and TOPIX Small indexes are on the cusp of 3-month breakouts to multi-decade highs. This signals a continuation of the uptren...
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