Japanese, European Equities Can Go Higher: LGT Bank’s Hofer

The video discusses the recent market trends focusing on the value search in Japan and the potential for Japanese and European equities. It highlights the impact of a weakening U.S. dollar on emerging markets, particularly in Asia, and provides an analysis of the dollar bear market, suggesting a multi-year slide due to significant U.S. twin deficits. The discussion also touches on the valuation of the euro against the dollar.

What is the significance of the Nikkei index in the context of the discussion?

How does the speaker view the potential for emerging markets in relation to the U.S. dollar?