日本政府债券(JGBs)

Search documents
跟着“股神”来投资!海外资金流入日本创20年新高
Di Yi Cai Jing· 2025-05-15 00:47
Group 1 - Overseas investors net purchased over 8 trillion yen (approximately 570 billion USD) in Japanese stocks and bonds in April, marking the highest level since 2005 and more than three times the average for April over the past 20 years [2][3] - The net purchase of medium- and long-term bonds reached 4.5371 trillion yen (315 billion USD), the highest since July 2022 and the second highest in history, while net purchases of stocks and investment funds were 3.6759 trillion yen (255 billion USD), also a new high for April 2023 and the third highest historically [2][3] - The surge in bond purchases is attributed to central bank reserves reallocating funds away from US assets, with a significant portion being Japanese government bonds (JGBs), viewed as a liquidity and stability choice during uncertain times [2][3] Group 2 - Factors contributing to the inflow of funds into Japan include monetary policy, profit expectations, corporate governance, and the influence of Warren Buffett, who has significantly increased his investments in Japanese companies [3][4] - Buffett's investment strategy emphasizes a long-term relationship with Japanese companies, indicating confidence in their historical performance and business practices [4] - The influx of capital into Japan is seen as a response to the volatility caused by US trade policies, with Japan being perceived as a safe haven for funds amid global economic uncertainty [4]