Reuters report on their poll of five Japan-based fund managers

  • Increase overall stock holdings in December to 49.7 pct from 37.7 pct in November
  • Reduced overall bond holdings to 42.9 pct in December from 56.9 pct in November

More:

  • North American stock holdings to 35.5 percent in December from 30.5 percent in November
  • Japanese stock exposure to 48.8 percent in December from 46.3 percent in November
  • Holdings in Asia excluding Japan equities to 14.2 percent from 6.7 percent
  • Euro zone stock exposure to 0.8 percent from 8.3 percent

Bond holdings

  • North American 19.7 percent in December from 33.0 percent in November.
  • Japan 26.6 percent from 36.6 percent
  • Euro zone bond exposure to 13.8 percent from 22.8 percent

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I am in disbelief over such moves .... so nimble! I wonder f the results are correct TBH.