密切关注日本央行近期评论后的日经指数
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日本央行的鹰派倾向让我重新评估了一些我在日本股票市场的长期头寸；感觉目前正在形成一个上限，所以我不会追涨。
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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