Wed, 22 May 2013
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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.
Aggressive easing policies, particularly in the U.S. and Japan , are creating a global currency war and establishing the foundation for a possible worldwide recession, says Komal Sri-Kumar.
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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