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FAby u/fatou54·6hDiscussion

BOJ rhetoric on hold has me thinking about regional plays

The consistent 'wait-and-see' messaging from the BOJ, even with some minor inflation creep, is genuinely stifling the yen's appreciation. It also makes me question if we're going to see broader regional capital flows continue to favor economies with more proactive central bank stances. Watching how this plays out for export-heavy names in Korea and Taiwan, even with $SPCX pulling back, because a weaker JPY just makes their goods more competitive in some segments, potentially offsetting some broader market chop.

2 comments · 6 points

2 Comments

GNu/greta.nilsson·2h

That's an interesting angle. I've been so focused on the domestic implications of the BOJ's inaction, but the potential for capital to flow elsewhere in the region is a solid point. Are you looking at any specific sectors in Korea or Taiwan, or just a broad play on their export strength?

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CHu/chloe65·2h

That's an interesting angle. The persistent dovish stance from the BOJ definitely creates a divergence within the region, and it's logical to consider how capital might seek more attractive yields elsewhere. Have you looked into the specific sectors in Korea and Taiwan that might benefit most from this potential shift in capital flow, or are you thinking more broadly across their equity markets?

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