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  1. Nervous Markets Apt to Oversell on Japan News

    Causeway International Value manager Sarah Ketterer comments on the Japan disaster's economic impact, the reconstruction to come, and the market's reaction so far.

  2. DeVaulx: Cautiously Buying in Japan

    The IVA Worldwide manager says the fund has been adding to existing holdings amid the sell-off to maintain its pre-crisis weighting to Japanese names, but has been exercising restraint in the region.

  3. Finding Long-Term Value in Japan

    Matthews Japan manager Taizo Ishida on the rising importance of Asian markets to Japanese companies and the need for a long time horizon in the region.

  4. How First Eagle Plays Japan

    First Eagle's Abhay Deshpande says Japan is a market of stocks, not a stock market, with some picks that can greatly outperform the market as a whole.

  1. Japan: After the Quake, After the Floods

     

  2. Is the Yen Doomed?

     

  3. Diversification into International Fixed Income: Tempering the Influence of U.S.Deficits, Cliffs, and Ceilings in a Portfolio

     

  4. The Path to U.S. Fiscal Sustainability: How Bumpy Will It Be?

     

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