Japan's second-largest bank is eyeing a strategic shift in its portfolio strategy. Once the current yield surge in the sovereign debt market stabilizes, the institution plans to substantially expand its domestic JGB holdings. This move reflects a calculated bet on where bond yields are headed—positioning for potential normalization after the recent volatility. For investors tracking global liquidity flows and central bank behavior, this signals how traditional financial institutions are recalibrating their fixed-income exposure. The bank's aggressive rebuilding plans could reshape demand dynamics in Japan's government bond markets, with potential spillover effects on broader risk sentiment and capital allocation patterns.