外国债券

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15%关税协议,终结日本资本的“大航海时代”?
Hua Er Jie Jian Wen· 2025-07-24 07:51
Group 1 - The core point of the news is that the recent trade agreement between the US and Japan, while providing a short-term boost to the Japanese stock market, may signal the end of a significant era of Japanese capital flowing overseas, known as the "Age of Exploration" [1] - The agreement includes a 15% tariff on Japanese goods, including automobiles, which is lower than the previous 25% tariff on global auto imports, leading to a positive market reaction as it exceeded pessimistic expectations [1][2] - Analysts suggest that the long-term impact of the agreement may reduce Japan's demand for US Treasury bonds and other foreign securities, indicating a potential decline in capital inflow into global markets, particularly US assets [1][2][4] Group 2 - The trade agreement is expected to reshape the trade balance between the US and Japan, with the 15% tariff likely compressing Japan's trade surplus with the US, as the US market is crucial for Japanese exports [2] - Over the past 20 years, Japanese investors have purchased foreign securities at a rate nearly three times that of foreign investors buying Japanese securities, highlighting Japan's significant capital outflow [2][3] - Prior to the trade agreement, there was already a noticeable decline in Japan's enthusiasm for US Treasury bonds, suggesting that the trend of capital flowing overseas was slowing down even before the agreement was reached [4]
日本至7月11日当周买进外国债券 7593亿日元,前值由16568亿日元修正为16591亿日元。
news flash· 2025-07-16 23:55
Core Viewpoint - Japan's foreign bond purchases for the week ending July 11 amounted to 759.3 billion yen, a decrease from the previously revised figure of 1,659.1 billion yen [1] Group 1 - The current week's foreign bond purchases are significantly lower compared to the previous week's revised value [1] - The prior value was adjusted from 1,656.8 billion yen to 1,659.1 billion yen, indicating a slight increase in the previous data [1]
日本至7月4日当周买进外国债券 16568亿日元,前值1828亿日元。
news flash· 2025-07-09 23:52
Group 1 - The core point of the article indicates that Japan purchased foreign bonds amounting to 1,656.8 billion yen in the week ending July 4, a decrease from the previous value of 182.8 billion yen [1] Group 2 - The current foreign bond purchase reflects a significant drop compared to the prior week, suggesting a potential shift in investment strategy or market conditions [1]
日本6月份包括信托在内的银行贷款同比增长2.8%,6月日本投资者净买入2.121万亿日元外国债券。
news flash· 2025-07-07 23:52
Core Insights - In June, Japan's bank loans, including trusts, increased by 2.8% year-on-year [1] - Japanese investors net purchased 2.121 trillion yen in foreign bonds in June [1]
日本至6月20日当周买进外国债券 6155亿日元,前值由15713亿日元修正为15673亿日元。
news flash· 2025-06-25 23:54
Group 1 - The core point of the article indicates that Japan purchased foreign bonds amounting to 615.5 billion yen for the week ending June 20, which is a decrease from the previously revised value of 1,571.3 billion yen to 1,567.3 billion yen [1]
伯克希尔哈撒韦A(BRK.A.N)截至2025年一季度末持有的固定收益证券投资公允价值达150.35亿美元,其中,对美债、外国债券、企业债券的投资公允价值分别为40.42亿美元,94.52亿美元,15.41亿美元。
news flash· 2025-05-03 12:09
Group 1 - The fair value of fixed income securities held by Berkshire Hathaway A as of the end of Q1 2025 reached $15.035 billion [1] - The investments in U.S. Treasury bonds, foreign bonds, and corporate bonds had fair values of $4.042 billion, $9.452 billion, and $1.541 billion respectively [1]