Issue 2026-10-23 · Industry · 市场
AI-driven selloff lifts JGBs; manager sees Japan opportunity
Japanese government bond yields fell across the curve Friday as an AI-driven equity selloff boosted haven demand, with a U.S. Treasury rally spilling into Japan. Hennessy Japan Fund portfolio manager Masa Takeda discussed overseas opportunities in Japan, AI adoption and how global bond rallies could redirect investors.
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