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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.
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?
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?
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