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Exploring Asian Markets and Central Bank Policies with Weston Nakamura

Lead-Lag Live

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Repatriation of Trillions of Dollars

The chapter discusses the repatriation of trillions of dollars that Japan has invested overseas, highlighting the risk of a sudden move by Japan triggering a moment of illiquidity and significant price movements in bond markets. It also explores the challenges faced by long-only Japanese institutional investors and the potential impact of the Bank of Japan's perceived hiking cycle on the market.

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