EIDE Market commentary
The midterm election in the US is held next month.
Trump does not want further inflation and higher interest rates.
Accordingly, he will not undertake a substantial bombing campaign until then.
So the risk-on mode of the financial market will still continue especially in the US and Japan at least during this month.
The reason why not KOSPI but Nikkei225 is the structure of the both market and the political stability.
The Tokyo market is still open to rotational buying.