Reuters reporting on their most recent poll of fund managers in Japan

  • The fund managers allocated 42.5 percent of their overall portfolios to equities in May, only a slight reduction from 43.3 percent in April.
  • While they slashed exposure to Japanese stocks, the respondents raised allocations to North American equities to 26.8 percent in May from 23.8 percent in April.
  • They also increased their euro zone stock exposure to 9.5 percent from 4.6 percent.
  • North American debt to 29.7 percent from 34.6 percent
  • Increasing allocations of Japanese bonds to 42.2 percent from 37.2 percent

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  • Survey of six Japan-based fund managers
  • Conducted May 16-22