In today’s briefing:
- Japan – Rising Rates: Focus On Banks With High Cash And Low Margins
- Democracy’s Market Dance: Elections and Economic Sentiment in India
Japan – Rising Rates: Focus On Banks With High Cash And Low Margins
- We look at which Japan banks have the most cash which can see a major boost to returns.
- Banks with lower margins can see a higher net interest income pick up from rising rates.
- Loan growth in Japan has been relatively strong, supportive of rising rates from BOJ.
Democracy’s Market Dance: Elections and Economic Sentiment in India
- Indian elections significantly sway stock markets, with pre-election rallies and post-election stability reflecting investor sentiment and policy expectations.
- Historical data unveils market surges preceding elections, highlighting the importance of economic reforms and policy promises in driving investor confidence.
- Amidst market volatility, strategic investing demands a focus on long-term fundamentals over short-term fluctuations, emphasizing informed, adaptable approaches for sustainable growth.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
