What is happening with Japan and Korea

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Author questions the reasons behind the massive gains in Japanese and Korean markets this year, speculating on AI or macro factors.

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They are mature markets, but with a huge gain this year.

What is the explanation for this movement? Is it AI related?

I know that they have some tech companies and banks like SoftBank.

Maybe it's related to their currencies or treasury.

I think this movement very interesting, and want to know what you think about.

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