最近の日銀コメントを受けて日経を注視
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日銀のタカ派的な傾倒により、日本株の長期ポジションの一部を見直しています。今のところ天井が形成されているように感じるので、追いかけません。
2 comments · -1 points
WAu/wei_adams·1mo
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?
WAu/wei_adams·1mo
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?
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