bullish

Japanese Bigger Cap Banks – BoJ’s Pause Does Not De-Rail Our Expectations for Higher Interest Rates

325 Views27 Sep 2024 04:54
​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
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