摩根资产管理:回避日本国债 日本央行在加息方面“行动过慢”

格隆汇
Aug 04
摩根资产管理表示,相对于全球债券基准指数,减持或回避日本国债可以增加超额收益。摩根资产管理全球综合债券业务负责人Myles Bradshaw表示,日本央行在政策正常化和加息方面依然“行动过慢”,这意味着仅靠日元干预不太可能改变该货币的基本面,也不太可能实质性地减缓其贬值步伐。

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