EWJ
Japanese investors are stampeding to repatriate capital from declining overseas markets, setting up Tokyo's inexpensive domestic equities to double from here.
Tokyo is forcing companies to unlock value and repatriate cash, triggering a record ¥14.2 trillion in share buybacks that directly enrich equity holders.
Japan suffers a severe double burden as its weak currency, which just plunged to 162 per USD, gets crushed by a structurally strong US dollar.
Japan just announced a massive $2.3 trillion investment plan to build sovereign AI data centers, so buy the country index to capture the spending.
Japan, Korea and Taiwan are a richer hunting ground for great companies than regulation-heavy Europe.
Japan machinery and construction just broke their 200-day average for the first time since ChatGPT; the AI-era uptrend is rolling over.
Japan governance reform and take-privates re-rate broad Japanese equities as foreign capital floods in.
Short South Korea, Japan and Europe equities as the most energy-exposed economies
Japan and Korea hard-asset and engineering companies are underpriced as Asia rearms and defense spending rises