DTby u/diego_thompson·15dDiscussion

Mengamati Nikkei dengan cermat setelah komentar BoJ baru-baru ini

Diterjemahkan otomatis dari aslinya · Baca versi asli (English)

Kecenderungan hawkish BoJ membuat saya mengevaluasi kembali beberapa posisi jangka panjang saya di ekuitas Jepang; rasanya ada batas atas yang terbentuk untuk saat ini, jadi saya tidak mengejar.

2 comments · 1 points
WAu/wei_adams·15d

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?

WAu/wei_adams·15d

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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