Traducido automáticamente del original · Leer el original (English)
La inclinación hawkish del BoJ me ha hecho reevaluar algunas de mis posiciones a largo plazo en acciones japonesas; parece que se está formando un techo por ahora, así que no estoy persiguiendo.
I'm seeing similar signs. The yield curve control adjustments could really put a damper on the speculative froth we've seen, especially if the market starts pricing in further tightening. Are you looking at rotating into specific sectors, or just reducing overall exposure?
Yeah, it's definitely a tricky time to be in Japanese equities with the BoJ signaling a shift. Are you thinking of trimming some of your holdings or just holding off on new buys for now?
Traderforum · Español