Azimut基金经理看好日本国债认为交易员高估日本通胀前景

环球市场播报07-28

一位Azimut Group的基金经理称，尽管日本政府债券被视为高风险资产，但它仍为投资者提供了全球固收市场中最佳的投资机会之一。　　Nicolo Bocchin认为日本央行不会采取激进的加息措施。这家规模1800亿美元资管公司的全球固收业务主管表示，交易员们高估了日本的通胀前景。　　“我是一名买方，非常看好长期日本国债，” Bocchin周一接受采访时表示。“收益率曲线的长端极具吸引力。”...

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Bocchin周一接受采访时表示。“收益率曲线的长端极具吸引力。”\n　　他的观点与当前市场最主流的交易逻辑之一背道而驰。因为预期通胀持续、财政赤字不断扩大以及央行逐步退出债券市场将推高借贷成本，投资者已将日本长期国债收益率推至数十年高位。\n　　日本40年期国债收益率上周升至4.01%，逼近5月触及的4.355%左右的纪录高点。随着债市抛售潮涌现，日元兑美元也走弱，徘徊在164左右的四十年低点附近。\n　　Bocchin认为，这些风险已经反映在日本债券的价格中。尽管在经历了数十年的物价下跌后通胀终于出现，但年通胀率仍低于2%，日本决策者也一再强调防止再次陷入通缩仍是他们的首要任务。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王永生","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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Azimut基金经理看好日本国债 认为交易员高估日本通胀前景

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Azimut基金经理看好日本国债认为交易员高估日本通胀前景