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.
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.
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.
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.
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