Group 1 - China reduced its holdings of US Treasury bonds by $25.7 billion in July, marking the lowest level since 2009 [1] - Bridgewater's founder warns that the US debt crisis poses a threat to the monetary system [1] - Analysts note that the Bank of England's reduction in long-term government bond sales indirectly acknowledges that previous actions harmed public finances [1] Group 2 - BlackRock states that foreign capital inflow will drive a rebound in Indian bonds [1] - The Ministry of Science and Technology reports that 288 entities have issued over 600 billion yuan in technology innovation bonds [1] - Xiamen plans to issue 9.224 billion yuan in local bonds, including 1.461 billion yuan in "special" new special bonds [1] Group 3 - China Pacific Insurance completed the issuance of 15.556 billion Hong Kong dollars in zero-coupon convertible bonds [1] - China Railway Construction Real Estate successfully issued 1 billion yuan in corporate bonds with a coupon rate of 2.52% [1] - Guangzhou Port Group's second phase of corporate bond issuance for 2025 has a determined interest rate of 1.96% [1] - Greentown plans to pay interest on 1 billion yuan medium-term notes, with the current interest rate for this period set at 3.95% [1] - Huaxia Happiness's "20 Happiness 01" corporate bond is due on September 21, and a repayment plan is being formulated [1]

贝莱德iShares亚太(除日本外)固定收益产品策略主管Koay Hui Sien表示，在经历一轮惨烈抛售之后，印 度债券为国际投资者提供了具有吸引力的机会。Koay表示，印度与美国10年期国债收益率利差已接近 年内最阔水平，存在反转潜力。上月罕见的主权评级上调也增强了印度债券的吸引力。"当前市场环境 有利于外资重新流入，"Koay表示，特别是考虑到美联储到年底的降息路径。美联储周三实施降息并暗 示今年可能进一步放松政策，这使其他国家债券相比之下更具吸引力。在经历数月因关税担忧导致国际 需求低迷后，全球资金正开始回流。8月外资对符合指数纳入资格的印度债券购买量达到1040亿卢比(12 亿美元)，创3月以来最高水平——尽管同期印度10年期国债收益率上升19个基点，创三年来最大月度涨 幅。 ...