Thu, 10 Jan 2013
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Fidelity fund manager Bill Kennedy is seeing stock-picking opportunities amid better investment prospects in Europe , improving consumption in Japan , and cheap P/Es in Korea.
After a nasty 25-year bear market, Japan is still far cheaper than both U.S. and European equities, despite its huge rally, says IVA CIO and portfolio manager Charles de Vaulx.
With fears of an impending Japanese sell-off and a China slowdown, as well as ongoing sovereign debt woes in Europe , many fund managers are seeking more safety when investing abroad, says Morningstar's Bridget Hughes.
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