Nikko AM's Vail: Japanese Equities Should Catch Up to Expectations Soon

The video discusses the economic outlook for Japan, Korea, and the impact of potential Federal Reserve decisions. Japan's market is recovering, driven by the auto sector, while Korea shows strong export numbers despite challenges in the DRAM market. The video also explores how changes in U.S. monetary policy could affect global markets, particularly in terms of interest rates and oil prices.

What potential impact could a rate hike from the Bank of Korea have on the economy?

In what ways might higher interest rates affect emerging markets?