2024-12-24 13:55
業界Goldman: Yen Levels Favor Global Buyers of Japan
Goldman Sachs sees the yen near 157/USD as a sweet spot for global investors in Japanese equities. Limited risk of yen weakening beyond 160, due to potential intervention, offers a hedge against depreciation and potential FX gains if the yen strengthens.
Foreign interest in Japan is picking up after the August equity rout, with Goldman targeting the Topix at 3,100 in 12 months. Financials and activist-driven firms are poised to outperform amid buybacks and rising rates.
#Forex #USDJPY #JapanStocks #Yen #GoldmanSachs
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Goldman: Yen Levels Favor Global Buyers of Japan
| 2024-12-24 13:55Goldman Sachs sees the yen near 157/USD as a sweet spot for global investors in Japanese equities. Limited risk of yen weakening beyond 160, due to potential intervention, offers a hedge against depreciation and potential FX gains if the yen strengthens.
Foreign interest in Japan is picking up after the August equity rout, with Goldman targeting the Topix at 3,100 in 12 months. Financials and activist-driven firms are poised to outperform amid buybacks and rising rates.
#Forex #USDJPY #JapanStocks #Yen #GoldmanSachs
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