JAPANESE BOND OUTFLOWS
Japanese investors sell foreign bonds for seventh time in eight weeks
Japanese investors sold 537.6 billion yen ($3.36 billion) in foreign long-term bonds for the seventh time in eight weeks, reflecting caution over US inflation and Federal Reserve rate expectations. They also withdrew from overseas equities. Meanwhile, foreign investors continued buying Japanese long-term bonds, marking their sixth consecutive week of net purchases.
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Global Market: Japanese investors extend foreign bond selling streak to six weeks
Japanese investors extended their selling streak in foreign long-term bonds to six weeks, although falling US Treasury yields slowed outflows. Meanwhile, they increased short-term bill purchases and foreign stock investments, while overseas investors returned to Japanese equities.
Global Market: Japanese investors extend foreign bond selling streak to five weeks
Japanese investors extended their foreign bond selling streak to five weeks through October 17, offloading 161.6 billion yen of long-term debt as US Treasury yields retreated from 24-year highs. Year-to-date net disposals reached 5.18 trillion yen, the highest for the comparable period since 2022, while overseas equity buying continued.
Global Market: Japanese investors extend foreign bond selling streak to four weeks
Japanese investors sold foreign bonds for a fourth consecutive week, pushing year-to-date net outflows to 5.34 trillion yen, the highest since 2022. Rising domestic bond yields are encouraging capital repatriation, while foreign investors increase Japanese bond and equity holdings. However, life insurers’ limited selling suggests repatriation remains gradual.
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Japanese investors sell foreign bonds for third straight week as Treasury yields jump
In a significant market shift, Japanese investors have divested from foreign debt for three consecutive weeks amidst climbing domestic yields. As US Treasury yields hit record highs, local bonds present a more appealing alternative. This trend not only sees a resurgence in Japanese stock acquisitions but also marks a recovery in foreign investments into Japanese long-term bonds, reversing earlier outflows.
Global Market Today: Asian shares rise as Fed hike bets ease, oil gains
MSCI’s Asia Pacific equities index rose 0.4%, with Japanese shares rallying 2%. Contracts for the Nasdaq 100 rose 0.3% after the underlying gauge closed a record high on Friday and a US index of semiconductor shares rallied.
Global Market: Foreign investors dump Japanese bonds as BOJ tightening weighs on sentiment
Foreign investors recorded their largest weekly outflow from Japanese bonds since March, selling 4.61 trillion yen in the week through September 26 amid a global bond-market selloff and expectations of further Bank of Japan rate hikes. Japanese bond yields climbed to multi-decade highs, while foreign investors also sold equities. Japanese investors, meanwhile, continued buying foreign equities but remained net sellers of long-term overseas bonds.
ETMarkets Smart Talk | Don’t mistake record highs for a broad rally: Why mid- and smallcaps are becoming increasingly selective, says N. ArunaGiri
With smallcaps also trading at significantly higher valuations than in previous cycles, the key question for investors is whether the current gains are backed by sustainable business prospects—or simply momentum feeding on momentum.
Global Market: Japan’s 3% bond yield barrier signals shift in global debt flows
Japan’s 10-year government bond yield crossing 3% is making domestic fixed-income assets increasingly attractive, raising concerns that Japanese institutional investors could reduce their overseas bond exposure.
Japanese bond funds see record inflows as rising yields attract global investors
Foreign investors are showing significant interest in Japanese government bonds this year on the back of rising yields. Record inflows into Japanese bond funds highlight this growing investor appetite. European investors, in particular, are increasing their allocations to these bonds.
Global Market: Emerging markets draw nearly $19 billion in July as foreign investor outflows ease
Foreign investors returned to emerging markets in July, investing a net $18.8 billion in debt and equities after two months of outflows. Debt attracted $26.7 billion, while equities saw a $7.8 billion outflow. Asia recorded a sharp reversal, led by stronger debt flows, while China remained an exception. Record sovereign debt issuance also highlighted renewed investor appetite.
Japanese investors return to overseas bonds as stronger yen, higher yields boost demand
In a noteworthy development, Japanese investors turned their attention to foreign bonds for the first time in three weeks, driven by a strengthened yen and increasing overseas yields. Simultaneously, foreign investors returned to Japanese long-term bonds after earlier outflows, although they receded from Japanese stocks and short-term bills. This trend follows recent currency market interventions by both Japanese and US authorities.
Global Market: Japanese investors dump overseas bonds as rising crude revives inflation fears
Japanese investors sold foreign bonds at the fastest pace in nearly three months during the week ended July 18 as surging oil prices revived inflation concerns and reinforced expectations of higher global interest rates for longer. They also turned net sellers of foreign equities, while overseas investors trimmed their exposure to Japanese bonds and stocks.
Global Market: Japanese investors ramp up overseas stock buying as Fed rate expectations ease
Japanese investors significantly increased foreign stock purchases last week. This buying spree followed easing inflation worries and softer U.S. labor market data. Overseas bond selling continued as investors reduced debt holdings. Foreign investors also sold fewer Japanese stocks and bonds. Market outlook remains cautious due to oil price volatility and central bank policy.
Japanese stocks hit by biggest foreign weekly selloff since March as tech rally cools
Foreign investors recorded their biggest weekly selloff in Japanese stocks since March, offloading ¥1.82 trillion worth of shares amid profit-taking in technology stocks and rising concerns over AI valuations. While domestic retail investors stepped in with record purchases, the Nikkei retreated as the once-red-hot AI-driven rally began losing momentum.
Global Market Check: Foreign investors buy Japanese stocks for 8th week on AI rally
Foreign investors continue to show strong interest in Japanese stocks, marking an eighth consecutive week of purchases. This trend is fueled by falling oil prices and a surge in AI-related shares. Investors are optimistic about the demand outlook for AI chips, with companies like Nvidia and SoftBank Group seeing significant gains.
Global Market: Japanese investors turn net sellers of foreign stocks after four months
Japanese investors became net sellers of foreign equities in April for the first time in four months, offloading 636.4 billion yen due to rising energy costs and inflation fears. Trust accounts led this sell-off, while investment trusts and life insurers continued to buy overseas stocks. This shift occurred as U.S. inflation accelerated, reinforcing expectations of prolonged high interest rates.
Japan bond outflows surge as oil prices raise inflation worries
Foreign investors significantly offloaded Japanese bonds, totaling over 1.8 trillion yen in the week ending April 25, driven by inflation fears from soaring oil prices and anticipation of the Bank of Japan's policy stance. Despite this, they continued their strong buying trend in Japanese stocks for a fourth consecutive week.
Global Markets | Mideast worries push Japan's weekly foreign equity sales to 18-month high
Japanese stocks experienced their largest foreign outflows in 18 months, totaling 2.51 trillion yen, as Middle East tensions fueled inflation concerns and potential Bank of Japan rate hikes. Despite this, foreign investors bought Japanese bonds, while domestic investors reduced their foreign stock and bond purchases.
Japanese investors ditch foreign stocks on US economic concerns, tariff tensions
Japanese investors significantly reduced their holdings in foreign stocks, withdrawing 752.1 billion yen last week, amidst global market concerns over the U.S. economic outlook and new trade tariffs. This reverses a trend of net purchases, though year-to-date investments still show a substantial 3.37 trillion yen inflow. Simultaneously, they sold foreign long-term bonds.
Japanese retail funds start pulling out of Indian stocks for 1st time since 2018
Japanese retail investors have pulled back from Indian funds for the first time in six years, leading to significant outflows from Indian markets. This shift, combined with record inflows into US funds, signals a cooling of foreign investor sentiment towards India. The weakening yen and rising appeal of US assets have contributed to this trend.
Japanese stocks post foreign outflows for second week in a row
However, Japanese shares gained last week, despite a weekly fall in Wall Streets' main indexes, thanks to a relatively stronger corporate outlook and a weaker yen, analysts said.
Japanese stocks see biggest weekly foreign outflow in six weeks
Data last week showed U.S. consumer prices moderated in April but were likely to stay hot for a while. Investors feared it would keep the Federal Reserve's foot on the brakes to cool demand, that could tip the economy into recession.
Japanese stocks see biggest weekly foreign outflow in five weeks
Outsiders sold Japanese stocks for a third straight week, worth 379.64 billion yen ($3.27 billion) in the week to March 4, which marked the biggest weekly outflow since Jan. 28, data from Japanese exchanges showed.
Japanese stocks receive first weekly foreign inflows in five
Foreigners bought derivatives of 232.51 billion yen but sold a net 14.87 billion yen in cash equity markets, the lowest outflow in five weeks.
Cracks appear in credit funds as investors head for the exit
Overall, $14.1 billion was pulled from debt funds, with $10.9 billion taken from high-yield bonds alone.
Emerging markets like India and Indonesia score big on offshore investment inflows
India and Indonesia attracted weekly inflows of $313 million and $234 million respectively, an HSBC report says.
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