Japanese Stocks' Valuations Reached a Very Low Level, Nikko Asset Says

The video discusses the performance of emerging market (EM) stocks, highlighting a significant rally in recent months. It examines the potential impact of the US dollar's trajectory and concerns about Turkey. The video also explores the role of Asia, particularly Taiwan and Korea, in the semiconductor market. Japan's market position is analyzed, noting its challenges due to the Chinese downturn and the semiconductor cycle. The potential for Japan's recovery is linked to China's economic performance.

What role does China play in Japan's economic performance?

Why is Japan considered to have strong potential despite its recent economic struggles?