See Rotation From U.S. To Japan, Says OCBC's Menon

The video discusses a market shift from the US to Japan, driven by Japan's attractive valuations and political stability. The weaker yen, influenced by the Bank of Japan's accommodative policies, benefits Japanese exporters. Meanwhile, the US dollar is expected to strengthen due to rising interest rates and strong economic growth, impacting global markets.

What factors are contributing to the rotation from the US stock market to Japan?

How has the political situation in Japan influenced its stock market performance?

What are the expectations for the Japanese stock market in the fourth quarter of the year?

What role does the Bank of Japan's monetary policy play in the current market conditions?

In what ways is the US dollar expected to impact the Japanese yen and the stock market?