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  1. Japan Is Waking Up to the Chinese Market

    Matthews Asia's Jesper Madsen thinks Japanese firms that look to China for growth will be able to overcome domestic macroeconomic overhangs.

  2. How China's Consumer Sector Will Pay Dividends

    As investment in fixed assets declines, consumption will drive GDP growth in China, and consumer cyclicals offer high yields and good valuations, says Matthews Asia's Jesper Madsen.

  3. Prepare for a Muddle-Through Economy

    First Eagle's Abhay Deshpande thinks the U.S. and Europe will avoid another major downturn, but he doesn't see a robust recovery either.

  4. Ideas for Global Growth

    Emerging markets will drive global economic expansion during the next 20 years, and the consumer sector will have significant advantages in these areas, says Artisan fund manager Mark Yockey.

  1. Japan: After the Quake, After the Floods

     

  2. Schwab Market Perspective: The How Matters

     

  3. Fiscal Cliff: An Emerging Markets’ View

     

  4. Schwab Market Perspective: What Now?

     

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