日本资金回流的浪潮已经开始,但由于日本债券收益率将在何处见顶以及央行还需加息多少的不确定性,更大规模的海外资产回流正受到抑制。
The tide of Japanese money returning home has begun, but a much larger repatriation of overseas assets is being held back by uncertainty over where Japanese bond yields will peak and how much further the central bank will have to raise interest rates.