A change in perception among investors about China and Japan is one of the biggest themes in the markets right now.

https://www.nytimes.com/2024/01/26/business/japan-nikkei-china-hang-seng.html?campaign_id=301&emc=edit_ypgu_20240126&instance_id=113587&nl=your-places%3A-global-update&regi_id=89505073&segment_id=156520&te=1&user_id=8e4c94719b09f1c05f751db764d978e7