If no yield curve control relief soon, maybe better to focus on bank with almost no JGBs, like Chiba Bank. Driven by domestic economy only, near Tokyo, stable/robust loan growth, with falling NPLs.
Boomeranged on Tue, 1 Aug 2023 12:10
With BOJ move for some nimble YCCC relief it becomes important to differentiate between Japan's banks with duration and bonds.
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