Core Viewpoint - The gradual reduction of ETF and REIT holdings by the Bank of Japan is unlikely to have a long-term negative impact on the Japanese stock market [1] Group 1: Market Impact - The announcement led to a decline in the Nikkei 225 index and the TOPIX index on Friday [1] - Analysts emphasize that the scale of stocks held by the Bank of Japan is relatively small compared to total holdings by domestic and foreign investors [1] Group 2: Future Projections - At the current pace of reduction, it would take approximately 120 years for the Bank of Japan to completely divest its holdings [1] - Investors are encouraged to take advantage of short-term market fluctuations to invest in high-quality companies whose fundamentals remain unaffected [1] Group 3: Target Index - The institution has set a target level of 46,000 points for the Nikkei 225 index [1]
日本央行:减持ETF冲击有限,目标点位46000点
Sou Hu Cai Jing·2025-09-22 11:26