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bullish
Resona Holdings
Watchlist
Japanese Big Cap Banks – Revisiting Interest Rate Sensitivities
Equity Bottom-Up
711 Views
24 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
SUMMARY
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