Headlines from the Nikkei

  • Japan’s Post Bank will diversify portfolio into large cap stocks as individual holdings
  • Could start as early as this year
  • JPB had around 207tn yen under management as of June but only a small slice in stocks
  • Their stock portfolio performed better than their bonds (no shock there given Japanese bond rates)
  • Bonds used to make up 90% of portfolio before they listed

The low bond rates in Japan are leading to more and more money going into higher risk equities. What could go wrong?

The full story is here.


Ryan Littlestone

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