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JAPAN DATA: Japan Investors Sell Offshore Bonds, Buy Overseas Equities

JAPAN DATA
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Offshore investor flows were mixed for Japan last week, see the table below. We saw selling of local stocks, albeit only reversing close to half of the prior week's inflow. Offshore investors may have been more cautious given last week's AI related tech scare. Sentiment has stabilized this past week, although Japan equity bourses remain off recent highs. Offshore investors continued to buy local bonds, marking the third straight week of inflows. Still, cumulative inflows into this space are close to flat since late Nov last year. 

  • In terms of Japan outbound flows, we saw sharp net selling of foreign bonds. This ended a 3 week run of local investors buying such securities. This may have reflected nervousness ahead of the tariff deadlines at the start of this week. US yields have mostly tracked lower over this period though, aided by some data misses.
  • Local investors continued to buy offshore equities, marking the 8th straight weekly flow into this segment. Cumulative flows still remain negative since Oct/Nov last year though.  

Table 1: Japan Weekly Offshore Investment Flows 

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Offshore investor flows were mixed for Japan last week, see the table below. We saw selling of local stocks, albeit only reversing close to half of the prior week's inflow. Offshore investors may have been more cautious given last week's AI related tech scare. Sentiment has stabilized this past week, although Japan equity bourses remain off recent highs. Offshore investors continued to buy local bonds, marking the third straight week of inflows. Still, cumulative inflows into this space are close to flat since late Nov last year. 

  • In terms of Japan outbound flows, we saw sharp net selling of foreign bonds. This ended a 3 week run of local investors buying such securities. This may have reflected nervousness ahead of the tariff deadlines at the start of this week. US yields have mostly tracked lower over this period though, aided by some data misses.
  • Local investors continued to buy offshore equities, marking the 8th straight weekly flow into this segment. Cumulative flows still remain negative since Oct/Nov last year though.  

Table 1: Japan Weekly Offshore Investment Flows 

Keep reading...Show less