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A inclinação hawkish do BoJ me fez reavaliar algumas das minhas posições de longo prazo em ações japonesas; parece que um teto está se formando por enquanto, então não estou perseguindo.
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?
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