A New Era Emerges at the Bank of Japan
Asia Centric by Bloomberg Intelligence
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Japan Bonds - Who's Going to Japan Next?
The yen is probably going to consolidate for a little while, but if you wait into the second half of the year, I suspect the yen would be stronger and it'd be more expensive to go and spend in Japan. From a bank's perspective, this is the goldilocks, as good news as you can get. But then adding to the previous comments, a higher yen or a stronger yen would mean that faring an income would be some pressure on earnings.
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