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2023

2022

  • Daiwa's View

    Daiwa's View

    22 July 2020 842 KB PDF
    • After the storm comes a calm?
  • Daiwa's View

    Daiwa's View

    20 July 2020 948 KB PDF
    • Global factor inevitible in the long run
  • Outlook for 20Y JGB auction

    Outlook for 20Y JGB auction

    20 July 2020 1005 KB PDF
    • Thinking about bidding stance assuming 20Y JGB yield will stay in 0.40-0.45% range.
  • Daiwa's View

    Daiwa's View

    17 July 2020 866 KB PDF
    • Inflow of overseas funds increased, as expected
  • Daiwa's View

    Daiwa's View

    16 July 2020 1102 KB PDF
    • Roles of government and BoJ in Government Kuroda's remarks
  • Daiwa's View

    Daiwa's View

    14 July 2020 957 KB PDF
    • Policy to remain unchanged amid central bank personnel shifts
  • Daiwa's View

    Daiwa's View

    13 July 2020 904 KB PDF
    • Two macro-factors that Japan's neutral interest rate
  • Daiwa's View

    Daiwa's View

    13 July 2020 935 KB PDF
    • Seems like the usual risk-on at first glance
    • But latest rebound differs from previous post-pandemic rebounds in some respects