PGIM:法国债券遭抛售或促使日本资金回流 提振日元汇率

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【PGIM:法国债券遭抛售或促使日本资金回流 提振日元汇率】PGIM Fixed Income全球投资策略师Guillermo Felices称,法国政府债券遭遇的抛售可能会促使日本投资者将资金汇回本国,或成为日元走势的转折点。 日本投资者过去一直是法国债券的主要买家,因此法国目前的动荡局势可能会使日本投资者更谨慎地考虑在收益率走高的情况下,现在是否值得投资日本资产。如果投资者最终认为日本的财政政策比法国或其他国家更具可持续性,这对日本资产而言也是一个利好因素。

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