I posted earlier that a govt source had confirmed the new allocations but its now it’s official according to health ministry statement
- JGB target reduced to 35% from 60%
- domestic stocks purchases increased to 25% from 12%
- foreign stocks 25% from 12%
- GPIF says investment won’t be speculative
- GPIF’s Mitani declines to comment on timing of introduction of changes
Check more detail at the GPIF website as and when they post it.
Should have been factored in given its long lead-time and speculation but we wait to see the full effect
