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Offshore Investors Continue To Buy Local Stocks, Japan Investors Sell Overseas Bonds

JAPAN DATA

Offshore buying of Japan stocks was strong for the second straight week. Net inflows of ¥1740bn was just under what we saw in the prior week. This ended the run of outflows since mid-March. Over the past month net inflows have been positive at ¥711.8bn. Offshore investors also bought local bonds, but only a modest ¥50.7bn. Net flows over the past month are still negative into this space.

  • Local Japan investors were large net sellers of offshore bonds (-¥1005.9bn). This came in the week where the US CPI upside surprise drove a surge in yields. Net selling of this segment has been over ¥2300bn in the past month.
  • Local investors bought ¥53.9bn of overseas stocks. This only partially reverses net selling from the prior week. The trend remains for net outflows for this segment.

Table 1: Japan Weekly Investment Flows

Billion YenWeek ending Apr 12Prior Week
Foreign Buying Japan Stocks 1740.01764.9
Foreign Buying Japan Bonds 50.7-348.9
Japan Buying Foreign Bonds-1005.9347.9
Japan Buying Foreign Stocks53.9-293.2

Source: MNI - Market News/Bloomberg

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