贝莱德智库建议低配日本国债预计日本央行将进一步加息

环球市场播报04-29 10:50

　　贝莱德智库表示，日本央行目前关注的是防止通胀明显过高。

　　贝莱德智库中东及亚太地区首席投资策略师Ben Powell建议“低配日本国债”。

　　他表示，日本央行进一步加息的前景、全球期限溢价上升以及大量债券发行，可能推动日本国债收益率继续走高。

　　贝莱德智库认为，强劲的工资增长和核心通胀上升，进一步强化了其对货币政策“渐进正常化”仍在按计划推进的判断。

　　贝莱德智库对日本股市持中性看法，并指出，日本依赖进口能源可能削弱健康的企业资产负债表和公司治理改革带来的利好。

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贝莱德智库建议低配日本国债 预计日本央行将进一步加息

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贝莱德智库建议低配日本国债预计日本央行将进一步加息