The results of the latest Reuters poll of five Japan-based fund managers showed that the overall stock holdings in December increased dramatically, while bond holdings were reduced.
“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.
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.
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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