Nishi-Nippon Financial Holdings, Inc. 7189

Japan’s central bank just pushed its policy rate to 1.25%, the highest in 31 years, and that small 25 bps move could reshape how investors think about large financial stocks. Higher rates, firmer inflation signals, and upcoming PMI readings are starting to separate potential winners from the pack. This piece walks through three Japanese banks and insurers exposed to this shift so you can judge whether they fit your watchlist before the crowd fully catches on. The stocks covered below are only...