Japanese assets saw a record flow in April because investors missed US markets

In Japan, investors in April, President Donald Trump’n Both Friends and Foes, the United States missed US markets.

Foreign investors According to government information, 8.21 trillion yen ($ 56.6 billion) was received and long-term bonds. According to Morningstar, the biggest net flows for the calendar announcement of the Japanese Ministry of Finance in 1996 was the largest.

“Trump Tariff Shocks has probably changed the worldview of global investors that cause the United States to other large markets from the United States,” Yujiro Goto, Nomuran’s FX strategy.

Now the confidence of the US assets and the confidence of the US assets are restored with the US trade posture and surprising deals. So what happened to these Japanese assets?

According to the ministry, the majority of the net entry of 8.21 trillion yen took place immediately after April 2.

Trump followed by “mutual” tariffs Tariffs announcement 10-year-old US 10-year-old 10-year-old 10-year-old product 21 main points (April 2-8 8).

In a global scale, it is grossly, the full moon, even if it sees a sales table for the full month of Japan Nikkei 225 increased by more than 1% compared to S & P 500decreased by a little by 1%.

Japanese assets are generally considered a shelter that is a “sales-US” narrative in April, Al-Dhabi capital, “Sales-US” narrative “Sales-US” narrative.

More than powerful investors were managed by institutional investors by institutional investors, and Nomuran Goto said. Pension funds and other active managers probably bought aggressive capital, while Japanese bond purchases were reserved, life insurers, life insurers and pension funds, as well as pension funds.

“It was a fairly exclusive month when you take everything in the global macro economic environment,” said Kei Okamura, Neuberger Berman SVP and Japanese capital portfolio manager.

“This was obvious that global investors thought about the asset against the United States … It was necessary to diversify.”

Al-Dhabi Capital’s GRG is waiting for slow downs, which is very desperate, considering the progress in the US-China tariff negotiations, but also deals with other countries. In fact England Became the first country for an agreement with the United States last week.

Although the historical monthly streams continue, market viewers still have a positive outlook on Japanese assets and continue to see strong flows.

Trump’s unprecedented actions and policy flops can result in reliability and assets, which can result in less investment in US markets, Vasu Menon, OCBC investment strategy team management director.

“Given such a background, demanding Japanese assets can remain healthy as it is not as strong as the level of April,” he said. The continuous talks with the United States on Japan’s tariffs also raised some optimism to cut off 24% of Japan’s tariffs.

Japanese shares also wrote the Tokyo Exchange, the return of corporate governance reforms, a priority shareholder, an international note.

Corporal management reforms, which began in March 2023, corporate governance reforms, “companies that make up the trade of each other”match or explain. “The initiative is aimed at raising the appeal to both foreign and local investors in Japan.

This reform program has led to the level of records of record records of records of the records of both income and support company in Japan, the management of both profits and assets management.

Although the dollar recovers a power after the sale of April, the potential for this, especially the “meaning” of the currency, especially the economic rebounds, Neuberger Berman said.

“Thus, this trend has the legs. Japan will probably continue to see good flows,” he said.

Morningstar’s Mercdad sees more net flows than in Japanese capital in the last ten years as a result of advanced corporate governance.

He said that the Japanese bank’s arbitration of some foreign investors in the bank’s arbitration is the opportunity to arbitrate, as an arbitration of some foreign investors, the treasury documents of the Japan do not see the same encriber in the same time.