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Companies To Watch: Sumitomo Mitsui bond plans trigger selloff in Japanese megabank

Companies To Watch: Sumitomo Mitsui bond plans trigger selloff in Japanese megabank

Published 8 months ago
Description

Japan’s bond market is back in the spotlight, and Sumitomo Mitsui Financial Group is feeling the impact.

Dan Koh and Ryan Huang break down SMFG’s plan to expand its JGB holdings, why bond exposure matters for banks, and how the broader interest-rate shift is reshaping the sector.

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