🇯🇵 Japan Signals a New Market Chapter
The Bank of Japan plans to gradually offload its massive ETF portfolio starting January 2026, with sales spread across decades to avoid market shock.
📊 Current snapshot: • Market value: ~¥83T
• Book value: ~¥37.1T
This long-term exit plan, approved in September, marks a careful unwind of Japan’s extraordinary equity exposure—a move closely watched by global markets.