Bank of Japan should raise benchmark rates; we like Resona, Mizuho, SMFG, and Concordia, not just for their gearing to higher rates but also for the potential from disposals of their equity holdings.
What is covered in the Full Insight:
The Rising Interest Rates and JGB Yields
Upside for Japanese Bank Shares
Banks’ Investment in Higher Domestic Rates
Equity Holdings Disposal and Impact on Shareholder Value
Potential Risks to Performance of Japanese Big-cap Banks
SUMMARY
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