Masaki Kondo

6 days ago | rs.bloombergadria.com | Ruth Carson |Masaki Kondo |Rebecca Choong Wilkins |Diana Li

Podeli vest WhatsApp Viber Link copied Copy link Berze 31. maj 2025, 07:11 Decenijama su izvozne sile Azije imale jednostavnu finansijsku strategiju: prodavati robu u Sjedinjene Američke Države, a zatim investirati prihode u američku imovinu. Taj model sada je pred najvećom pretnjom još od globalne finansijske krize 2008.

1 week ago | japantimes.co.jp | Masaki Kondo |Hidenori Yamanaka

Japanese life insurers cut protection for their foreign assets against a stronger yen to a fresh 14-year low, signaling subdued expectations of a sustained rally in the nation’s currency. Nine of Japan’s biggest life insurers collectively lowered bullish yen wagers tied to their foreign investment holdings to 44.4% at the end of the fiscal half in March, compared with 45.2% six months earlier, according to an analysis of their earnings reports.

1 week ago | news.bloomberglaw.com | Masaki Kondo |Hidenori Yamanaka

Japanese life insurers cut protection for their foreign assets against a stronger yen to a fresh 14-year low, signaling subdued expectations of a sustained rally in the nation’s currency. Nine of Japan’s biggest life insurers collectively lowered bullish yen wagers tied to their foreign investment holdings to 44.4% at the end of the fiscal half in March from 45.2% six months earlier, according to a Bloomberg News analysis of their earnings reports.

1 week ago | bloomberg.com | Masaki Kondo |Hidenori Yamanaka

(Bloomberg) -- Japanese life insurers cut protection for their foreign assets against a stronger yen to a fresh 14-year low, signaling subdued expectations of a sustained rally in the nation’s currency. Nine of Japan’s biggest life insurers collectively lowered bullish yen wagers tied to their foreign investment holdings to 44.4% at the end of the fiscal half in March from 45.2% six months earlier, according to a Bloomberg News analysis of their earnings reports.

1 week ago | bloomberg.com | Ruth Carson |Masaki Kondo |Phil Serafino

For decades, Asia’s export powerhouses had a simple financial strategy: Sell goods to the US, then invest the proceeds in American assets. That model is now facing its biggest threat since the 2008 global financial crisis as Donald Trump tries to remake global trade and the US economy — upending the logic behind $7.5 trillion of investments from Asia. Some of the world’s biggest money managers say an unwind is just getting started.