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.
A slowdown in Asia could cause an even further drag on core Europe, especially export-dependent Germany, warns BlackRock's James Bristow.
Causeway's Sarah Ketterer on picking through the rubble in Europe and how to like Japanese stocks without liking Japan.
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.
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