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Ch.4 · International Markets·14 min read

International Bond Map: Yankee · Eurobond · Samurai · Formosa · Arirang

Modern bond issuers are not confined to a single domestic market. A Korean company can raise dollars in New York, borrow yen in Tokyo and swap to dollars via CCS, and sell euro bonds to Taiwanese insurers. Each market has unique currencies, regulations, and investor bases, requiring strategic choices. This chapter dissects the key differences and selection criteria for the five major international bond markets.

5개
Major Intl Bond Markets
Eurobond·Yankee·Samurai·Formosa·Arirang
$25T+
Eurobond Market Size
Largest international market
CCS
Cross-Currency Arbitrage
JPY 0.3% → USD SOFR+20bp

Why Is the Domestic Market Not Enough?

When companies in smaller economies need to raise large sums, the domestic bond market alone has limitations. Korea's annual corporate bond issuance is around $15bn. Meanwhile, Korean conglomerates routinely raise $1bn in a single Eurobond deal. Four key reasons drive the need for international bond markets.

🌐

Investor Diversification

Relying only on domestic investors risks saturation of specific investor groups. International issuance simultaneously accesses European, US, and Asian investors, deepening the order book and improving pricing.

💱

Currency Diversification

Globalized business operations require liabilities in dollars, euros, yen, and more. Issuing directly in the relevant currency market provides a natural hedge.

📉

Rate Arbitrage

Interest rates differ across countries. Issuing in low-rate JPY and swapping to USD via CCS can achieve lower funding costs than issuing directly in USD markets.

⚖️

Regulatory Arbitrage

The Eurobond market is not subject to any single country's regulations, enabling very fast execution. Yankee requires SEC registration but dramatically improves US institutional investor access. Issuers trade off regulatory burden against investor access.

International Bond Market Map

Geographic context and size comparison for the 5 major international bond markets.

🇺🇸 Yankee
$5T
🌍 Eurobond
$25T+
🇰🇷 Arirang
$0.1T
🇯🇵 Samurai
$0.5T
🇹🇼 Formosa
$0.3T
Asia cluster: Korea · Japan · Taiwan

5 International Bond Market Cards

Compare each market's currency, regulation, investor base, and pros/cons.

🌍

Eurobond

$25T+ — largest international bond market
Currency
USD / EUR / GBP / JPY (any currency)
Jurisdiction & Regulation
Offshore — outside any single jurisdiction (listed Luxembourg/Ireland)
Key Investors
Global AM, insurers, pensions, central banks — any nationality
Advantages

① Widest investor pool ② Fast execution (no registration) ③ Currency flexibility

Disadvantages

① US investor restriction (144A needed) ② Some withholding tax issues

Case: Korea 1998 Global Bond →
🇺🇸

Yankee Bond

$5T+ — key market for foreign IG USD issuance
Currency
USD (issued in US)
Jurisdiction & Regulation
SEC registration required (Form F-3/S-3) — US law governs
Key Investors
US insurers, pensions, asset managers — deepest USD investor pool
Advantages

① Deepest USD liquidity ② Direct US investor access ③ Long-dated (30yr) demand

Disadvantages

① SEC registration cost/time ② Quarterly reporting obligation ③ US legal liability

🇯🇵

Samurai Bond

$0.5T+ — specialized JPY funding
Currency
JPY (issued in Japan)
Jurisdiction & Regulation
Japan FSA registration, JFSA rules
Key Investors
Japanese life insurers, regional banks, trust banks
Advantages

① Long-duration JPY at low rates ② Japanese investor diversification ③ CCS to swap to USD/EUR

Disadvantages

① Complex process, time-consuming ② JPY hedging costs ③ Relatively small market

🇹🇼

Formosa Bond

$0.3T+ — specialized for Taiwan insurer FX demand
Currency
USD, EUR, others (foreign currency, listed Taiwan)
Jurisdiction & Regulation
Taiwan FSC registration, TWSE listed
Key Investors
Taiwan life insurers, investment trusts, domestic institutions
Advantages

① Direct access to Taiwan insurer FX demand ② Asia timezone ③ Easy CDS/hedge

Disadvantages

① Taiwan regulatory requirements ② Narrow investor pool ③ Lower international profile

🇰🇷

Arirang Bond

$0.1T — foreign issuer KRW funding
Currency
KRW (issued by foreigners in Korea)
Jurisdiction & Regulation
FSS Korea rules, KRX listed
Key Investors
Korean institutions, retail, pensions
Advantages

① Direct KRW liquidity access ② Korean investor diversification

Disadvantages

① Small market ② Higher KRW rates ③ Currency swap cost after issuance

📐

Want to understand CCS structure and Basis Spread in depth?

DCM Special — SOFR, LIBOR, Mid-Swap & CCS Deep-Dive →

Cross-Currency Swap (CCS): Why Borrow Yen to Fund in Dollars?

A Korean conglomerate CFO might receive this report: 'We issued a 10-year JPY Samurai bond in Tokyo today and locked in USD SOFR+20bp.' The CFO might wonder: why issue yen bonds if we need dollars? This question gets at the essence of Cross-Currency Swaps (CCS).

CCS 3-Step Mechanism

Step 1
JPY Issuance

Issue JPY bond to Japanese investors. Coupon 0.3%, 10yr. Raise ¥10bn.

Step 2
CCS Trade

Execute CCS with swap bank: exchange ¥10bn for USD. Pay USD SOFR+20bp over 10yr, receive JPY 0.3%.

Step 3
Maturity Exchange

At maturity, return USD principal to swap bank, receive JPY to repay bondholders.

Real Cost Comparison Example (2025 market assumptions)

Issuance RouteNominal RateCCS CostUSD All-in Cost
Eurobond USD directSOFR+80bpN/ASOFR+80bp
Samurai JPY → CCS USDJPY 0.3%+CCS basis -60bp savingSOFR+20bp
Yankee USD (SEC registered)SOFR+70bpN/ASOFR+70bp

The key to achieving SOFR+20bp via the Samurai route is the 'Basis Swap Spread.' This spread reflects supply-demand imbalances for specific currency pairs and fluctuates with market conditions. A JPY/USD basis of -60bp saves 60bp when swapping from JPY to USD, but if the basis reverses, the advantage disappears. Issuance timing is therefore determined by close monitoring of CCS basis spread levels.

Which Market Should You Choose? Issuance Market Selection Guide

When an issuer launches a global bond, bankers simultaneously compare 'what rate can we achieve in which market' across multiple venues and present the optimal recommendation. Here are the four core criteria considered in order.

① What currency do you actually need?

If you need USD/EUR, Eurobond or Yankee is the baseline. If you hold JPY assets (Japan business), direct Samurai issuance provides a natural hedge. If you need KRW, consider Arirang, but practical demand is limited.

Need USD → Eurobond or Yankee / Need JPY → Samurai

② Does execution speed matter?

If the market window is narrow or a swift funding match to an M&A closing is needed, Eurobond is optimal. No regulatory registration; bookbuilding can happen within 1–3 days. Yankee is fast if SEC registration is already in place, but initial registration takes months.

Speed priority → Eurobond (144A/Reg S)

③ Is US investor access strategically important?

US life insurers, pensions, and mutual funds provide the world's deepest bond liquidity. For long-dated (20–30yr) or large transactions ($3bn+), Yankee or 144A/Reg S structure is essential. US investors cannot purchase Reg-S-only Eurobonds.

Need US investors → Yankee or 144A/Reg S

④ Is the CCS basis spread favorable?

Finally, check the JPY/USD or EUR/USD CCS basis spread. If the basis is sufficiently negative (i.e., significant savings by issuing in a low-rate currency then swapping), indirect USD/EUR funding via Samurai or Formosa can beat direct issuance. This decision is updated daily with market data.

CCS -60bp+ → Consider Samurai/Formosa indirect route

Market Selection Matrix

MarketIdeal IssuerKey AdvantageKey Constraint
EurobondIG issuers, speed priorityWidest pool, fast executionUS investors need 144A
YankeeLarge IG, long-dated needsDirect US access, long-dated demandSEC registration cost/time
SamuraiWhen CCS basis favorable, use low JPY ratesLow JPY rates + CCS savingsComplex process, CCS basis volatility
FormosaIssuers targeting Taiwan insurersDirect access to Taiwan insurer FX demandNarrow investor pool, Taiwan rules
ArirangStrategic Korean investor access (multilaterals)KRW liquidity, Korean diversificationSmall market, higher KRW rates

Rule 144A / Reg S: Covering Both Markets Simultaneously

Many large issuers simultaneously execute Eurobond (Reg S) and Yankee (144A) in a single transaction. This is called a '144A/Reg S' structure. Technically two separate ISINs are issued, but bookbuilding happens simultaneously under identical terms.

Reg S Tranche

For non-US investors. No SEC registration. Listed in Luxembourg/Ireland. Global AM, insurers, pensions.

144A Tranche

For US QIBs (Qualified Institutional Buyers). Uses SEC registration exemption. Same terms, same deal.

Advantage

Simultaneous global investor access → maximize order book → minimize funding cost. Concentrated liquidity from market integration.

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References

  1. 1Bank for International Settlements. International Debt Securities — Statistical Tables. BIS, 2024
  2. 2ICMA. The European DCM Market — Eurobond Market Overview and Trends. ICMA, 2024
  3. 3Japan Securities Dealers Association (JSDA). Samurai Bond Issuance Statistics and Market Overview. JSDA, 2024
  4. 4IMF. Global Financial Stability Report — International Capital Flows. IMF, 2024
  5. 5Asian Development Bank (ADB). Asia Bond Monitor — Regional International Bond Market Trends. ADB, 2024
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DCM Ch.4 — International Bond Markets: Yankee, Eurobond, Samurai, Formosa, Arirang | Market 101 | Deal Story | Deal Story