Japan & US ने ऐसा क्या किया की Nifty 800 points up और FII net Buyer बने #bulltrack #nifty
n the last two weeks Nifty rallied 800-900 points and FIIs turned net buyers with over ₹10,000 crore of buying — then flipped to selling again. Most people assumed something changed in Indian fundamentals. Nothing did.The answer is sitting in one chart: USD/JPY.
On 28 July the Japanese yen collapsed to ¥164 per dollar — an alarming level for Japan, the same way ₹95 is an alarming level for the RBI. What happened next explains almost every move in Indian markets since.
Japan is the single largest FOREIGN holder of US government debt, with roughly $1.2 trillion in US Treasuries. In Q1 2026 alone, Japanese institutions sold $29.6 billion of US bonds — the largest quarterly reduction in nearly four years. The reason is simple: for 20 years Japanese interest rates were near zero, so Japanese insurers and pension funds parked their money in US Treasuries. Now that rates are rising at home, that money is coming back.
That is a serious problem for Washington. Large-scale selling pushes bond prices down, pushes US yields up, makes it harder for the Fed to cut, and directly threatens the entire AI capex cycle.
So on 31 July 2026, something unusual happened — the first joint US-Japan currency intervention of this cycle. The US Treasury, through the New York Fed, intervened alongside Japan's Ministry of Finance and the Bank of Japan. The NY Fed sold euros, not dollars, to buy yen. The US Treasury Secretary showed a note on camera reading "Buy Japanese Yen (JPY) $5-10 bill." The yen jumped from ¥164 to ¥156.9.
And instead of Japan selling its US bonds to raise dollars, it was given a way to pledge them at the Fed's FIMA repo window and borrow dollars against them. No bonds hit the market. US yields fell.
But there is a catch almost nobody is discussing. Watch this video to know more
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⏱️ TIMESTAMPS
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0:00 Two mysteries: Nifty +800 points and sudden FII buying
0:56 The chart that explains it — USD/JPY and 28 July
2:13 Japan sold $29.6 billion of US Treasuries in Q1
3:16 Why Japan is the largest foreign holder of US debt
3:41 Why Japanese insurers are bringing money home
5:23 Why this terrifies Washington — yields, the Fed, AI capex
6:03 31 July 2026: the first joint US-Japan intervention
6:36 ¥164 — Japan's alarming level (and India's ₹95 parallel)
7:45 The joint move: NY Fed sold euros, not dollars
8:23 Result: yen jumps ¥164 to ¥156.9
8:56 "Buy Japanese Yen $5-10 billion" — the signal on camera
9:30 Dollars without selling a single bond: the FIMA repo window
11:16 The catch nobody is discussing — insurers can't use it
12:29 BullTrack Stock X-Ray
13:28 Impact on US bonds — relief today, pressure tomorrow
14:24 Impact on equities — the risk-free rate problem
15:22 Dollar impact and the verdict
16:07 India #1: valuations and premium multiples
17:12 India #2: yen carry trade and FII flows
18:06 India #3: G-Sec yields and record FY27 borrowing
18:53 India #4: the rupee
19:27 CAS update
19:56 Nifty technical view — 24,600 and 24,300 levels
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. This video is for educational and informational purposes only and does NOT constitute investment advice or a buy/sell recommendation. All data is from publicly available, named sources and has been independently verified.
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