Finance Fusion Network
  • Investing
  • Latest News
  • Editor’s Pick
  • Economy
  • Investing
  • Latest News
  • Editor’s Pick
  • Economy
No Result
View All Result
Finance Fusion Network
No Result
View All Result

Japan stocks seen resilient amid global turbulence post Fed, BoJ moves – BofA

by
December 20, 2024
in Investing
0
Japan stocks seen resilient amid global turbulence post Fed, BoJ moves – BofA

Investing.com– Analysts at Bank of America (BofA) expect limited downside for Japanese equities despite global uncertainties following recent policy updates by the Federal Reserve and the Bank of Japan (BoJ).

The Federal Open Market Committee (FOMC) struck a hawkish tone on December 18, scaling back 2025 rate cut expectations to two from the previously projected four. In Japan, BoJ Governor Kazuo Ueda hinted at the possibility of a rate hike but refrained from signaling urgency. This tempered market expectations, weakened the yen, and influenced trading sentiment.

BofA analysts said that Japanese equities could feel some pressure from U.S. stock market fluctuations.

U.S. indexes, particularly those driven by tech stocks, saw declines on December 18 due to worries over rising interest rates. Despite this, analysts at BofA remain optimistic about Japan’s market stability.

Current valuations suggest limited downside, while the earnings revision index has turned slightly positive. Historically, sharp market downturns in Japan occur when this index trends negative, as seen in 2018, according to BofA.

BofA’s outlook favors domestic demand sectors, supported by ongoing wage growth. Export sectors could benefit from a weaker yen, but BofA advises caution, focusing on high-quality names.

Stocks insulated from U.S. tariffs and China’s economic slowdown are seen as particularly attractive, analysts said.

Cyclicals like factory automation, electronic components, and automotive industries are on watch for potential rebounds, albeit not before the April-June 2025 quarter. Additionally, dividend-yield-oriented stocks are poised to gain investor attention, particularly in the December to March period, analysts said.

A weaker yen provides additional support but is unlikely to drive substantial gains due to potential risks of currency intervention and broader dollar strength, according to BofA.

While external volatility could weigh on sentiment, BofA believes Japanese equities remain well-positioned due to attractive valuations, select sector opportunities, and measured economic resilience.

This post appeared first on investing.com
Previous Post

Mind the labour gap: Worker crunch piles pressure on small-town Japan

Next Post

Starbucks workers’ union to strike on Friday in LA, Chicago and Seattle

Next Post
Starbucks workers’ union to strike on Friday in LA, Chicago and Seattle

Starbucks workers’ union to strike on Friday in LA, Chicago and Seattle

  • Trending
  • Comments
  • Latest
DAVID MARCUS: Public broadcasting’s purpose has passed. It’s time to pull the plug

DAVID MARCUS: Public broadcasting’s purpose has passed. It’s time to pull the plug

February 7, 2025
Elon Musk connects with indie Andrew Yang on billionaire former Trump ally’s third party push

Elon Musk connects with indie Andrew Yang on billionaire former Trump ally’s third party push

July 8, 2025
Analysis-To weather Trump, emerging market investors look to the frontier

Analysis-To weather Trump, emerging market investors look to the frontier

January 27, 2025
Over 158 million Americans voted in 2024 as Trump reclaimed the White House

Over 158 million Americans voted in 2024 as Trump reclaimed the White House

July 7, 2025
Schumer blocks 12th GOP bid to reopen government as Trump says Democrats ‘lost the negotiation’

Schumer blocks 12th GOP bid to reopen government as Trump says Democrats ‘lost the negotiation’

0
Harris campaign officials explain what went wrong –  and what Trump did right: report

Harris campaign officials explain what went wrong – and what Trump did right: report

0
New Republican Governors Association chair says ‘focus’ is on helping Trump get ‘off to a strong start’

New Republican Governors Association chair says ‘focus’ is on helping Trump get ‘off to a strong start’

0
NVIDIA Corporation (NASDAQ:NVDA) shares fell roughly 3%

NVIDIA Corporation (NASDAQ:NVDA) shares fell roughly 3%

0
Schumer blocks 12th GOP bid to reopen government as Trump says Democrats ‘lost the negotiation’

Schumer blocks 12th GOP bid to reopen government as Trump says Democrats ‘lost the negotiation’

October 22, 2025
Trump meets NATO’s Rutte amid canceled Putin meeting: ‘It didn’t feel right to me’

Trump meets NATO’s Rutte amid canceled Putin meeting: ‘It didn’t feel right to me’

October 22, 2025
FLASHBACK: Ted Cruz predicts ballooning Obamacare subsidies now at center of shutdown fight

FLASHBACK: Ted Cruz predicts ballooning Obamacare subsidies now at center of shutdown fight

October 22, 2025
DAVID MARCUS: 5 things New York Republicans need to hear from Andrew Cuomo

DAVID MARCUS: 5 things New York Republicans need to hear from Andrew Cuomo

October 22, 2025

    Fill Out & Get More Relevant News

    Stay ahead of the market and unlock exclusive trading insights & timely news. We value your privacy - your information is secure, and you can unsubscribe anytime. Gain an edge with hand-picked trading opportunities, stay informed with market-moving updates, and learn from expert tips & strategies.

    Recent News

    Schumer blocks 12th GOP bid to reopen government as Trump says Democrats ‘lost the negotiation’

    Schumer blocks 12th GOP bid to reopen government as Trump says Democrats ‘lost the negotiation’

    October 22, 2025
    Trump meets NATO’s Rutte amid canceled Putin meeting: ‘It didn’t feel right to me’

    Trump meets NATO’s Rutte amid canceled Putin meeting: ‘It didn’t feel right to me’

    October 22, 2025
    FLASHBACK: Ted Cruz predicts ballooning Obamacare subsidies now at center of shutdown fight

    FLASHBACK: Ted Cruz predicts ballooning Obamacare subsidies now at center of shutdown fight

    October 22, 2025
    DAVID MARCUS: 5 things New York Republicans need to hear from Andrew Cuomo

    DAVID MARCUS: 5 things New York Republicans need to hear from Andrew Cuomo

    October 22, 2025

    Top News

    Schumer blocks 12th GOP bid to reopen government as Trump says Democrats ‘lost the negotiation’

    Schumer blocks 12th GOP bid to reopen government as Trump says Democrats ‘lost the negotiation’

    October 22, 2025
    Trump meets NATO’s Rutte amid canceled Putin meeting: ‘It didn’t feel right to me’

    Trump meets NATO’s Rutte amid canceled Putin meeting: ‘It didn’t feel right to me’

    October 22, 2025

    Latest News

    • Schumer blocks 12th GOP bid to reopen government as Trump says Democrats ‘lost the negotiation’
    • Trump meets NATO’s Rutte amid canceled Putin meeting: ‘It didn’t feel right to me’
    • FLASHBACK: Ted Cruz predicts ballooning Obamacare subsidies now at center of shutdown fight

    About Finance Fusion Network

    • About us
    • Contact us
    • Privacy Policy
    • Terms & Conditions
    • About us
    • Contact us
    • Privacy Policy
    • Terms & Conditions

    Copyright © 2024 Financefusionnetwork.com. All Rights Reserved.

    No Result
    View All Result
    • Investing
    • Latest News
    • Editor’s Pick
    • Economy

    Copyright © 2024 Financefusionnetwork.com. All Rights Reserved.