Norinchukin's big unrealized bond portfolio losses are not representative of interest rate risk in the bigger cap banks, Norinchukin is an outlier; we keep buys on Resona, Mizuho, SMFG, and Concordia
What is covered in the Full Insight:
Introduction
Norinchukin Bank's Bond Portfolio
Comparative Analysis with Japan Post Bank
Analysis of Bigger Cap Banks
Investment Risks and Recommendations
SUMMARY
(Sign Up to Access)
Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
Unlock all research summaries
Follow top, independent analysts
Receive personalised alerts and emails
Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.