海外资金大举涌入日本债股 全球基金加速逃离美资产

Core Viewpoint - Significant inflow of overseas funds into Japanese bonds and stocks indicates a shift as global funds seek alternatives to U.S. assets [1] Group 1: Inflow Data - As of April, overseas investors have net purchased 9.64 trillion yen (approximately 67.5 billion USD) in Japanese bonds and stocks, marking the highest level recorded for any month since data tracking began in 1996 [1] - This influx of capital suggests a growing preference for Japanese financial assets among international investors [1] Group 2: Market Sentiment - The increase in overseas investment is attributed to rising tariffs and concerns over potential stagflation in the U.S. market, prompting a withdrawal from American assets [1] - The chief strategist at Mizuho Securities noted that overseas investors view Japanese financial assets as safe investments, especially given the relative weakness of the yen, which may lead to perceptions of undervaluation [1]