Malaysia, Mexico Most at Risk From Japan Carry Unwind, HSBC Says

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Why This Matters

HSBC warns that Malaysia and Mexico's bond markets are at risk due to potential Japanese investor repatriation following a rise in Japanese yields.

Market Impact

Market impact analysis based on bearish sentiment with 90% confidence.

Sentiment
Bearish
AI Confidence
90%
Time Horizon
Short Term

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

Bond markets in Malaysia and Mexico are among the most at risk should a further increase in Japanese yields prompt the nation’s investors to repatriate capital, according to HSBC Holdings Plc.

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Original article published by Bloomberg on January 27, 2026.
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