Two strategists in OCBC Bank’s research unit say any change
文 / 小金
2026-07-13 12:02:20
来源:亚金网
Two strategists in OCBC Bank’s research unit say any change to the Government Pension Investment Fund’s asset allocation is unlikely to happen quickly after comments by Japan’s finance minister Katayama last Friday. They said such a shift would "require broad government coordination," and doubted it "alone would be sufficient to address core fiscal concerns or change perceptions that the Bank of Japan remains behind the curve." They added the yen’s decisive shift from a funding currency to an investment currency would "likely require more fundamental policy changes."
