* 1 * One of the friends AFFS he explains about the question that we ask from the beginning of the events on flows may have to be repatriated to Japan by Japanese banks, which necessarily would come from foreign markets fixed income and / or variable (which is clear, then, that does not include flows that foreign entities have to perform out of necessity or commitments, for example, insurers / reinsurers, the amount of risk due is estimated at € 30MM, less than initially feared):
* Companies Insurance
Only 8% of its assets are overseas ($ 263MM).
But for now reiterate that can handle the payments without liquidating assets.
* Pension Funds
Their foreign assets are estimated at over $ 600MM (of a total of $ 3.4 billion).
is unlikely to see repatriation of assets, assuming that their incomes have not been affected by the earthquake.
* Families / Investment trusts
Over $ 300MM.
And in this case there are allusions to the sell-off abroad for reconstruction.
What order of magnitude we talk? It is very complicated to pin down.
* 2 * With respect to asset yield sovereign English and German, both have experienced a rise in 3PB.
result, the spread between the two remains stable.
* 3 * If anyone be interested, personally, I keep
* level positions (50.4% in capacity), but
* Strong coverage of 61.6 % of them (to an average of 10,350).
* Investments remain basic coverage,
stop having raised the level 10500 (which is where + / - should now be the limit to move to the pessimistic world recession / depression).
Greetings,
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