bullish
Banking on the BoJ
304 Views29 Sep 2024 22:02
New Japanese PM's interest rate stance could lead to a stronger JPY against USD. Higher rates will help certain sectors in the market
What is covered in the Full Insight:
- Introduction to Interest Rate Normalisation
- Impact on Japanese Yen and Consumer Purchasing Power
- Sector Analysis: Banks and Life Insurance Companies
- Challenges for Regional Banks
- Conclusion and Strategic Recommendations
SUMMARY
(Sign Up to Access)Full Insight
(Paid Plans Only, 4-minute read)
Related Insights
More »- SGX FX welcomes Sumitomo Mitsui Banking Corporation as a key Liquidity Provider
- Rotation Continues; Bullish Outlook Intact; Buys in Global Financials, Industrials, Discretionary
- SMFG Cross-Shareholding - At Least US$17bn of Cross-Shareholding to Sell, Planning to Speed It Up
- Japanese Bigger-Cap Banks – Rates Story Continues, with the Prospect of Equity Holdings Disposals
- SMFG (8316) - 75% Less JGBs than MUFG | Affiliates Show Worsening Profit | Credit Costs ~2x Vs Past
Trending Collections
More »Trending Insights
More »- Inconsistently Dovish Pricing
- [Quiddity Index] TOPIX July 2025 FFW Rebalance - $3bn+ a Side to Trade
- [Japan Buybacks] - Japan Bank Metrics, Cross-Holdings and Banks Part 1
- Samsung Electronics (005930 KS) Outlook After 3.9 Trillion Won Buyback Plan Announcement
- Great Eastern (GE SP): SGX The Winner As Shareholders Block Exit Offer
Top Unpaywalled Insights
More »Discussions
(Paid Plans Only)
- Overview #12 - Not Another Trump Trade!Time to Fade?15 Nov 2024
- Making Bank - Sector Outperforming Despite the BoJ's “dovishness”11 Nov 2024
- Jafco- Recent Results Highlight the Upside Case Going Forward27 Oct 2024
- Banking on the BoJ29 Sep 2024
- Overview #10 -China Knocks It Out of the Park28 Sep 2024
- Tactical Trading – Time to Sell Japan Again05 Sep 2024
- Sectors to Look at for the Japanese Stockmarket's Next Phase15 Aug 2024
x