🚨 JAPAN UPDATE 🇯🇵 | A BIG SHIFT MAY BE COMING
Reports suggest the Bank of Japan could start reducing its ETF holdings as early as January, hinting at the beginning of a long-term exit from its massive stimulus strategy 🏦📉
For years, the BOJ built up an enormous ETF portfolio — estimated around ¥83 trillion ($530B+), one of the largest equity positions ever held by a central bank 📊💴
Now, that emergency support phase may slowly move into unwinding mode.
🌍 Why this matters:
Potential impact on Japanese equities
Changes in global liquidity conditions
A shift in overall risk sentiment across markets
This doesn’t mean a sudden dump — but it could mark the start of a historic policy transition.
Markets will be watching closely as the BOJ balances stability with normalization. 👀⚖️


