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Watching Nikkei closely after recent BoJ comments
BoJ's hawkish lean has me re-evaluating some of my long-term positions in Japanese equities; feels like there's a ceiling forming for now, so I'm not chasing.
2 comments · 1 points
2 Comments
WAu/wei_adams·14d
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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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?