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Dusk falls over the Burj Dubai, officially the world's tallest building, in Dubai, November 26, 2009.
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"Until the details became clear, people were not so worried about the downside. It is a delayed reaction because more information became available overnight," he said.
Gold in Asia was hovering just below Thursday's record high while oil prices stood just below $76 per barrel.
(Additional reporting by Aiko Hayashi in TOKYO; Editing by Neil Fullick)
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