bullish

Japanese Big Cap Banks – Stay Positive Ahead of BoJ’s Outlook Report and 2Q Fiscal Year Results

260 Views30 Oct 2024 22:21
​BoJ is to hold rates, yet data shows rising market rates and the JGB yield curve is steepening; we rate Resona and Mizuho for their higher rate gearing, high share of equity holdings to market cap.
What is covered in the Full Insight:
  • Introduction
  • Market Expectations and BoJ's Monetary Policy
  • Investment Thesis on Japanese Banks
  • Resona and Mizuho Financial Group Analysis
  • Risks Analysis
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Victor Galliano
Financials & FinTech research
Galliano’s Financials Research
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