JGB yields have eased a bit, but BoJ still set to tighten rates. Outlook for loan growth, higher lending rates supports buys on Resona, Mizuho, Chiba, and Concordia, aided by attractive valuations.
What is covered in the Full Insight:
Introduction
BoJ Monetary Policy and Bond Yields
Top Picks: Resona and Mizuho
Analysis of Other Major Banks
Risks and Catalysts
SUMMARY
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