Data Assets & Alpha Group: Assessing Risk / Reward for Asian Equities Post a Modest Pullback
Making Sense
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What Does This Mean for Japanese Equity Markets?
The Bank of Japan continues to face a difficulty in keeping the current YCC while maintaining market functionality. The February Bodge bond market survey released just a couple of days ago, showed a further deterioration in market functioning. So what does all this mean for Japanese equities? That's the key question here. Given that the Bodge is widely expected to stay accommodative later this week, I think it may well be that the recent stabilization we've seen in the equity market in Japan continue to be supported for a little while longer.
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