戲台上耍火把
不要把戲台也燒了
ABE 的夢如果不願醒
那
ABE 的曰元貶值及通澎政策正在影响投資市場
第一個公開表態是
日本最大退休基金, 將在四,五月間作出減少日本國內債券的持有
而轉向投資國外股市或配置其它資產, 明年年初就會有動作
Feb 一開始日本國債殖利率上升, 呼應通澎在末來的趨勢, GPIF這個動作
對其他持有國債的機構(外國)無礙是指出一個方向, 如果日元再貶>100,
Gold spot (alternative currency )上不來. 到時大家一起賣曰元(Japan goverment Bond)就會有志一同了
評
2013 的 Interest Rate 各國都會調高, 這可能是2013資本投資市場要思考的重点
USA 最近國債殖利率也有往上的趨向, 雖然Yields curve還在合理型態
Japan Pension Fund Has Too Many Bonds on Abe Plan
GPIF, one of the biggest buyers of Japanese government bonds, held 69.3 trillion yen, or 64 percent of total assets, in domestic debt at the end of September, according to its latest quarterly financial statement. That compares with 12 trillion yen, or 11 percent, in Japanese stocks; 9.6 trillion yen, or 9 percent, in foreign bonds; and 12.6 trillion yen, or 12 percent, in overseas stocks.
Japan Government Bond Yields
0.79
0.83
0.95
| Name | Yield | 1 Day | 1 Month | 1 Year | Time |
|---|---|---|---|---|---|
| JGB 2 Year Yield | 0.06% | 0 | -4 | -8 | 04:42:06 |
| JGB 5 Year Yield | 0.16% | -1 | -5 | -17 | 00:59:01 |
| JGB 10 Year Yield | 0.79% | -1 | -3 | -16 | 00:59:41 |
| JGB 30 Year Yield | 2.00% | -1 | 0 | +11 | 00:59:50 |
Change shown in basis points
Bank Of Japan Rates
| Rate | Current | 1 Year Prior | Rate | Current | 1 Year Prior |
|---|---|---|---|---|---|
| Target Rate | 0.10 | 0.10 | JPY LIBOR 1-Month | 0.13 | 0.14 |
| Bank of Japan Assets: Total (Billions of JPY) | 159,790.30 | 136,906.50 | JPY LIBOR 3-Month | 0.17 | 0.20 |
Avoiding your Japan currency depreciation, please refer to my blog dated
posted by dogleg yarn @ February 05, 2013
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