Finance

Expectations High for Japan’s Bank Results to Spur Stock Rally

  • Bank earnings to get boost as rate-hike impact filters through
  • Measure of banks on Topix greatly outperformed broader gauge

With the Bank of Japan seen raising rates this year, there are heightened expectations that banks’ profitability will improve.

Photographer: Soichiro Koriyama/Bloomberg
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Japanese lenders will report quarterly results that for the first time fully reflect the end of negative rates, with investors expecting solid earnings that will recharge a stock rally.

With the Bank of Japan seen raising rates this year, there are heightened expectations that banks’ profitability will improve. Those with larger holdings of domestic assets and cash sitting at the BOJ are expected to be more sensitive to the country’s rate increases, according to calculations by Bloomberg Intelligence.