On a relative basis, Japan, despite not having good domestic fundamentals, may outperform as investors are quite under-exposed to this country and therefore there is little selling to be done.

• 相比之下，日本国内尽管没有良好的基本条件，但可能有突出表现，因为投资者在这个国家的持仓不高，所以可抛售的很少。