Bank of Japan ETF sales will increase to ¥860 billion annually. Daily sales of approximately ¥10 billion will begin in January 2027, and their potential impact on the supply-demand balance for Japanese stocks will be estimated.
Bank of Japan ETF sales will increase 2.6-fold to ¥860 billion annually, bringing the market value of the holdings to approximately ¥2.46 trillion. The report estimates how the increase in sales could affect the supply-demand balance for Japanese stocks.
The Bank of Japan is expected to begin selling approximately ¥10 billion per day from January 2027, providing a basis for assessing future changes in supply and demand.
The Bank of Japan is reportedly expected to leave its policy rate unchanged at 1.25%, and there is a view that inflation reaching 2% will be the condition for a rate hike in December.
The report examines the impact on markets of combining larger-scale sales with the Bank of Japan's policy management, and further updates are being watched for.