Strategas Strategist Says 'Own Japan' After 30-Year Breakout

The video discusses the importance of monitoring emerging markets (EM) and the currency market as indicators of capital flow. It highlights the significance of Japan's market breakout and suggests investment strategies focusing on Japan and emerging markets. The discussion includes the diversity of Japanese stocks and the potential of the Nikkei 500 index, emphasizing the importance of Toyota's performance.

What is considered a key indicator of capital flow in emerging markets?

• Interest rates

• Commodity prices

• Currency markets

• Stock market indices

Which country is heavily weighted in the emerging market ETF, making it a significant factor in EM investments?

• India

• Russia

• Brazil

• China

What is the broader index that investors are encouraged to consider when evaluating Japan's market?

• Nikkei 225

• Dow Jones Japan

• Nikkei 500

• Topix 100

Which company is highlighted as being on the verge of a significant breakout in the Japanese market?

• Sony

• Honda

• Toyota

• Panasonic

What sector is emphasized as a potential rewarding investment in the Japanese market?

• Technology

• Healthcare

• Automobiles

• Finance