-- 日經新聞週二發布的一項調查顯示，隨著長期債券殖利率上升，日本約半數主要壽險公司將在2026財年增持國內債券。 十大壽險公司中有五家計劃增持日本公債，高於去年同期的四家，20年期公債殖利率約3.3%。報告指出，與美國國債殖利率差距的縮小以及對沖成本的增加降低了外債的吸引力，只有日本生命保險和明治安田生命保險計劃增持。 報告稱，明治安田生命保險將購買約1兆日圓的超長期債券，而日本郵政保險（TYO:7181）將近20年來首次增持。 報告也指出，十大壽險公司持有的國內債券總額仍將減少約1.5兆日圓，降幅小於去年同期。所有公司都計劃增加對私募信貸等另類資產的配置。 （市場動態新聞來自與全球市場專業人士的對話。這些資訊據信來自可靠來源，但可能包含傳聞和推測。準確性無法保證。）
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Rate Increases Have Limited Impact on Japanese Borrowers' Credit Quality, S&P Says
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Equities
Market Chatter: Eni, Repsol Seek to Increase Venezuela Gas Production
Eni (E) and Repsol seek to increase production at their jointly Cardon IV gas field in Venezuela to 645 million cubic feet per day, Reuters reported Monday, citing comments by the project manager at a conference.Gonzalo Antonio Carrillos said the field currently produces about 580 million cubic feet per day without saying when it would reach the higher threshold, Reuters reported.Speaking at the conference, Venezuela vice minister for gas Cindy Rondon said the country needs to speed up repairs to its gas infrastructure, the report said.Eni and Repsol did not immediately reply to' request for comment.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)
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Mitsubishi Electric's Fiscal-Year Profit Jumps 26%
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