Japan bank's domestic credit growth is stronger than most others in developed Asia, and the pace of growth is far stronger now compared with early 2024. Weaker JPY can support FX gains for some.
What is covered in the Full Insight:
Japan’s Domestic Credit Growth Acceleration
Implications of Increased Domestic Credit Growth
Impact of JPY/USD FX rate on Banks
USD Revenue Exposure Among Japanese Banks
Recent Research and Additional Reading
SUMMARY
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