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Buy DBJP
$114.07
+0.91 (+0.81%)
At Close: Jun 03, 2026
BoJ Hikes By 25 Bps And Starts QT: Too Little Too Late, But In Right Direction To Prop Up The Plunging Yen
02:25pm, Wednesday, 31'st Jul 2024
The “real” policy rate is massively negative, with the new policy rate of 0.25% far below Core CPI of 2.6%. When QT reaches about ¥3 trillion per month in 2026, it would represent a reduction of
What's The Next Step For The Bank of Japan?
10:15am, Friday, 07'th Jun 2024
In March, the Bank of Japan abolished its 8-year-old negative interest rate policy, hiking rates for the first time in 17 years by raising its benchmark rate to 0-0.1%. To combat inflation while also
Mixed Japanese Data Supports BoJ's Policy Normalization
09:20am, Friday, 31'st May 2024
We'd rather downplay the weaker-than-expected manufacturing data and focus on a solid recovery in retail sales and a reacceleration in inflation, which will be welcomed by the Bank of Japan. Inflation
DBJP: Currency Tailwinds Receding And Valuations Normalizing (Ratings Downgrade)
02:28pm, Tuesday, 28'th May 2024
The Xtrackers MSCI Japan Hedged Equity ETF has outperformed the S&P 500 Index, returning 37% compared to the S&P 500's 26%. The depreciating Yen that has boosted DBJP returns may turn neutral or act a
What Has Led To Japan's Come-Back?
09:15am, Wednesday, 22'nd May 2024
By end-April 2024, Japanese equities had outperformed the FTSE All-World index over 12 months and in the year to date. Japan has undertaken significant structural corporate reforms in recent years.
Weak Yen Unlikely To End Japan's Rally
10:40am, Monday, 13'th May 2024
A weak yen is unlikely to end the positive momentum in Japanese equities. The drivers of the recent rally remain, so we stay overweight Japanese stocks.
Can Japan's Stock Market Continue Its Record-Setting Run?
09:05am, Wednesday, 17'th Apr 2024
Japan's equity benchmark, the Nikkei 225 Index, has been on a tear in 2024, eclipsing its previous high set back in 1989. As of early April, the index is hovering near 40,000. Solid economic growth, a
DBJP: The Yen Can't Get Cheaper
05:55am, Saturday, 09'th Mar 2024
Xtrackers MSCI Japan Hedged Equity ETF is a Yen-hedged value-weighted ETF following the most representative possible index of the Japanese market. The Yen hedge is not very helpful anymore. While we a
Japan Nikkei Tops 40,000: Currency-Hedged ETFs Win
11:01am, Monday, 04'th Mar 2024
Japanese stocks have been on the hottest ride over the past several months, with the Nikkei 225 Index now breaching the 40,000 milestone for the first time.
Japan ETFs Beating S&P 500: More Growth in the Cards?
09:36am, Wednesday, 21'st Feb 2024
Japan ETFs have been surging over the past year on several factors and beating the S&P 500.
Asia-Pacific Is Not Just China
12:30pm, Friday, 09'th Feb 2024
While the China macro story of ongoing transition is a headwind to the rest of Asia, there is more to the region's economic health than this.
Japan's Private Sector Returns To Growth At Start Of 2024, While Price Pressures Ease
11:05am, Wednesday, 24'th Jan 2024
Japan's Private Sector Returns To Growth At Start Of 2024, While Price Pressures Ease
Bank of Japan Opens The Door To Ending Negative Rates, But Timing Uncertainty Remains
11:38am, Tuesday, 23'rd Jan 2024
The Bank of Japan stood pat on monetary policy today as widely expected. But the market is now paying attention to a more positive tone on the wage and inflation outlook, as well as an upgrade to the
DBJP: You Want The Yen Now
06:44am, Thursday, 28'th Dec 2023
The Yen is undervalued, and the Fed pivot supports its revaluation according to our macroeconomic prognosis. Concerns about economic uncertainty in the US will lead to a convergence of rates and a Yen
DBJP: A Riskier Outlook For The Hedged Japan Playbook
03:54pm, Wednesday, 27'th Dec 2023
Going long Japanese equities and short the yen has proven to be a winning trade. There's a new regime in place, however, and the winds may not be as favorable to a hedged Japan equity strategy over th
