Here's your summary from Goldman Sachs Sees Further Upside Momentum for Japanese Stocks (https://www.youtube.com/watch?v=Ufz_hrzTpoM) on the Bloomberg Television channel:
### TLDR:
Goldman Sachs predicts further upside momentum for Japanese stocks, highlighting positive corporate reform and earnings growth.
### Key Points:
1. Flows from Japan and India to China have been observed, but Japan's market pullback is seen as a healthy pause before potential growth.
2. Japan's valuations are reasonable, with expected earnings growth and corporate reform driving positive investment sentiment.
3. Indonesia is considered oversold due to macro changes and selling pressure in the banking sector, presenting a potential opportunity for a snap back in the market.
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