bullish

Japanese Big Cap Banks – Revisiting Interest Rate Sensitivities

614 Views24 Jan 2025 17:05
​BoJ raises rates to 0.5% and hints at more hikes, forecasting higher inflation in 2025. Buy Resona, Mizuho, Concordia, and Shizuoka due primarily to leverage to higher rates and attractive valuations
What is covered in the Full Insight:
  • BoJ Rate Hikes and Economic Outlook
  • Investment Thesis for Big Cap Banks
  • Interest Rate Sensitivities and Loan Portfolios
  • Strategic Shareholding Portfolios
  • Key Risks and Considerations
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