Barclays_Japan_Flow_Update_FY23_life_surer_results_
informs·2024-06-01 16:02
更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 FICC Research Macro Research 29 May 2024 Japan Flow Update FY23 life insurer results CORE Lifers reduced risk in H2 FY23 by reducing JGBs/foreign bonds and shortening duration and also lowered their FX hedge ratios. While demand linked to new regulations has likely taken a Shinichiro Kadota +81 3 4530 1374 breather, superlong bonds are relatively attractive and may shinichiro.kadota2@barclays.com invite dip-buying. Appetite for FX-hedged/unhedged foreign BSJL, Japan bonds should ...