Japan Equity Strategy & Global Economics | Japan M Idea Asia Trip Feedback: Renewed Interest in the Banking Sector Fiscal concerns, coupled with higher rates and a weaker yen, are likely to fuel expectations for further BOJ tightening. Asian investors increasingly favor banks not only as beneficiaries of higher rates, but also as a hedge against AI-related equities. July 13, 2026 11:26 AM GMT Key Takeaways Morgan Stanley MUFG Securities Co., Ltd.+ | Sho Nakazawa | | | --- | --- | | Equity Strategist | | | S ...