Latest polling from Reuters of Japanese fund managers
- Survey of five Japan-based fund managers
- Conducted between September 15 and 26
Respondents on average wanted to allocate 37.3 percent of their model portfolios to stocks in September
- down from 38.3 percent in August
- "Steadfast economic conditions, both at home and abroad, should support corporate earnings through the year. But the equity markets currently appear overly optimistic and we could see them face adjustments on political events and geopolitical risks going forward," said Yuichi Kodama, chief economist at Meiji Yasuda Insurance.
- holdings of euro zone and Japanese stocks unchanged in September at 10.8 percent and 43.8 percent, respectively
- They increased Asia excluding Japan stocks to 9.2 percent in September from 6.7 percent in August
Overall bond holdings at 57.3 percent in September, unchanged from August
