22 April 2026Markets & Economy
Goldman spots US buyer return to Japanese stocks
American investors are rotating back into Japanese equities as Middle East war premium fades, according to Goldman Sachs flow data. US buyers added $2.3 billion to Japan-focused funds in the past fortnight, the largest inflow since October. The yen's recent stability around 155 per dollar has reduced currency hedging costs for dollar-based investors. Goldman expects this trend to accelerate if the Bank of Japan holds rates steady next week, keeping the carry trade attractive.
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