China-US Bond Yield Gap Reaches Two-Decade Peak
The spread between ten-year Chinese government bonds and US Treasurys briefly touched 313 basis points, reflecting deepening policy and economic divergence between Beijing and Washington.
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The spread between ten-year Chinese government bonds and US Treasurys briefly touched 313 basis points, reflecting deepening policy and economic divergence between Beijing and Washington.

Central bank data shows net FDI fell by nearly one-fifth in the first half of 2026, driven by reduced intercompany debt and lower profit retention

British investors drove the exodus from Seoul's Kospi while American funds bucked the trend, extending a seven-month capital flight from Asia's fourth-largest equity market

Policy efforts to strengthen the yen and redirect domestic savings are forcing international investors to recalibrate their Japan exposure amid structural market shifts

Cooling inflation data pushes back expectations for US monetary tightening, lifting regional markets despite lingering Middle East tensions

Cross-border purchases hit highest level in over two years as currency traders seize window created by late-July intervention

New regulations on single-stock leveraged products have triggered a wave of offshore trading, with capital flowing into American exchange-traded funds as local volumes collapse.

Individual traders poured $4.6 billion into U.S. equities in July as the KOSPI posted its worst monthly drop since 2008, threatening the won and undermining government efforts to retain domestic capital

The New Taiwan dollar posted its steepest single-day drop in months, driven by institutional outflows and exporter hedging activity, while regional currency volatility persists

Financial services, healthcare, and logistics sectors led inflows as international money managers returned to Malaysian equities

Despite strong inflows in early 2026, policy uncertainty and currency pressure leave investors wary of the archipelago's long-term outlook.

Finance minister signals major allocation shift that could redirect billions away from international managers