Japanese banks hit hard by market turmoil but first quarter data to June is reassuring; BoJ pausing on rate rises. Resona and Mizuho stand out for strong gearing to higher rates and high BoJ deposits
What is covered in the Full Insight:
Introduction and Market Overview
Impact of BoJ Rate Policy
Valuation Metrics and Return Analysis
Investment Thesis on Resona and Mizuho
Risks and Potential Catalysts
SUMMARY
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