Japan's Rising Yields Stir Debate Over Growing Repatriation Risk
Japanese government bond yields near three-decade highs are giving fresh prominence to a long-discussed risk for global investors: the prospect of the nation’s vast pool of overseas capital returning home. Some money managers believe markets are underpricing how quickly this could change as JGBs become increasingly attractive, and even a modest shift could ripple through the yen and global bond markets.
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Disclaimer: This content reflects the author's personal views only and does not constitute investment advice.
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