道富投资：退休基金增加投资将利好日本国债和日元

格隆汇07-10

道富投资管理分析师Masahiko Loo表示，日本财务大臣片山皋月关于退休基金可能增加对金融资产投资的言论，对日本国债和日元都有利。虽然任何资产配置的转变都可能是渐进的而非立竿见影的，但从历史上看，退休基金在国内债券目标附近的偏离范围很小，这表明其增加敞口的灵活性适度。Loo表示，在市场质疑日本财务省还有多少火力可用于外汇干预之际，该声明也发出了一个政策信号。在拥有超过1万亿美元储备的情况下，...

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