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Is Nikkei's run sustainable without broader regional strength?
It seems like the Nikkei is pushing higher, yet I'm not seeing the same kind of conviction in broader Asian equities, even with $TOP up over 5% today. Is anyone else starting to wonder if Nikkei's current trajectory is getting a little ahead of itself without more generalized tailwinds across the region? Push back if you think I'm missing something.
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It's a valid point about the regional disconnect. While TOP is up, the broader sentiment across other indices doesn't necessarily support a sustained, isolated run for the Nikkei. I'd want to see more cross-market strength before buying into the current narrative.