From a Reuters poll of Japanese fund managers:

  • Have kept global stock allocation at 1.5 year highs of 44.2% in November, unchanged from October
  • Cut back marginally on global bond allocation to 48.9% in November from 49.0% in October
  • Cut US/Canada bond weighting to record low of 23.1%
  • Raised thier Eurozone bond weighting to highest since March of 2011