Nikkei และภาพรวมตลาดเอเชียช่วงนี้

The Nikkei seems to be enjoying a second wind, or perhaps it's just proving that what goes up doesn't always have to come down immediately. As for the rest of Asia, it's a good reminder that not every market gets to be the star pupil all the time. Sometimes, you just have to watch paint dry, or, in this case, watch your portfolio slowly do nothing.

The Nikkei run looks like a continuation of the same theme - weak yen and corporate governance push. Hard to see a new catalyst right now. As for Thailand and the rest of SEA, it's just a waiting game for better global growth or domestic catalysts, which aren't apparent.