Japanese March Continues

Japan continues to perform well, being the receipient of largest foreign inflows this year in Asia. A large section of market does tend to believe in Abenomics. I remain in the doubters camp, and think the best way to play this move is being short JPY. However, am not too sure on the equities. 

China is getting more and more interesting here. With most global markets in the bull phase, shanghai may break on the upside soon. I think we may see a sharp upmove in China pretty soon.

India may well have run ahead of its fundamentals, and may see a pull back. However, its still a buy on dips move, and we may break new highs pretty soon.