MNI: China CFETS Yuan Index Up 0.01% In Week of Nov 22

MNI: PBOC Net Injects CNY76.7 Bln via OMO Monday

MNI: PBOC Sets Yuan Parity Lower At 7.1918 Mon; -1.35% Y/Y

CHINA PRESS: Yuan To Reach 17% Of Global Payments By 2035

MNI China Daily Summary: Friday, November 22

MNI: PBOC Net Drains CNY345.9 Bln via OMO Friday

EZ/UK T-Bill Calendar: Germany, France Auction on Monday

EZ/UK Bond Supply Calendar: Gilt Syndi; IT, EU Due Monday

MNI: UNIV OF MICHIGAN CONSUMER SENTIMENT FINAL NOV INDEX 71.8

AUSTRALIA: 2025 Election Outcome Looking More Uncertain According To Newspoll

MNI EXCLUSIVE: German Turmoil Dashes EU's Joint-Funding Hopes -Officials

FED: Powell's Time Looks Up, Replacement Could Be Less Willing To Cut Rates?

© 1982-2024 MNI. All rights reserved.
Terms | Privacy
Log Out
Free Trial

JAPAN DATA: Offshore Investors Continue Stock Buys, Local Investors Sell Bonds

JAPAN DATA
APACJapanData BulletBulletMarketsFixed Income BulletsForeign Exchange Bullets

Offshore investors continued to buy local stocks last week, marking the eighth straight week of consecutive inflows into this space. Late Oct flows and through the first part of Nov have been running at a slower clip compared to the previous month though. Offshore investors also purchased local bonds last week, ended a modest run of outflows from the previous two weeks. Since the start of Oct we have had a ¥2.7trln in net inflows into this space. 

  • In terms of Japan outbound flows, local investors returned to net sellers of offshore bonds last week. We have seen net selling in this segment in 6 out of the last 8 weeks. Better US data outcomes and the incoming Trump Presidency have dented global bond returns.
  • Local investors bought offshore shares for the first time the first week of Oct. The trend clearly remains toward selling down such holdings though. 

Table 1: Japan Offshore Weekly Investment Flows 

Keep reading...Show less
181 words

To read the full story

Close

Why MNI

MNI is the leading provider

of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.

Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.

Offshore investors continued to buy local stocks last week, marking the eighth straight week of consecutive inflows into this space. Late Oct flows and through the first part of Nov have been running at a slower clip compared to the previous month though. Offshore investors also purchased local bonds last week, ended a modest run of outflows from the previous two weeks. Since the start of Oct we have had a ¥2.7trln in net inflows into this space. 

  • In terms of Japan outbound flows, local investors returned to net sellers of offshore bonds last week. We have seen net selling in this segment in 6 out of the last 8 weeks. Better US data outcomes and the incoming Trump Presidency have dented global bond returns.
  • Local investors bought offshore shares for the first time the first week of Oct. The trend clearly remains toward selling down such holdings though. 

Table 1: Japan Offshore Weekly Investment Flows 

Keep reading...Show less