A little lost in the BOJ fallout was the news that the expected changes to the GPIF allocation have been confirmed by a govt source with health min Shiozaki expected to give final approval later today panel approves cutting JGB allocation to 35% from 60% domestic stocks to rise to 25% from 12% foreign stocks to rise to 25% Eamonn had the heads up here earlier and the impact on BOJ (full story)