Reuters are citing sources who say that the huge Japanese pension fund is planning to allocate over 20% of funds to Japanese stocks which is up from the current 12% target.
They are also likely to lower their JGB allocation to around 40% vs the current 60%
The sources say it’s also likely that they will increase investments onto global stocks when they officially announce plans later in the year.
Those numbers could have a fairly big impact on prices when they are fully announced.
