N225 print has me rethinking my broader Asian equity stance

That $N225 print today, 72366.34 +4.61%, is certainly a statement. I've been cautiously bullish on Asian equities for a while, especially with some of the currency plays offering a bit of a buffer, but this kind of move on the Nikkei is making me wonder if I'm underestimating the underlying momentum across the board. It's not just a small bounce; that's a significant daily increase.

I'm particularly eyeing how this might ripple into other regional markets. While I wasn't specifically positioned for such a strong move in Japan, it does validate some of the broader demand narratives. Thinking I might need to reassess my allocations a bit and perhaps look for some laggards that could catch up if this sentiment holds. Definitely keeps things interesting.