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.
CEOs from three moat-worthy firms are in the running for this year's award.
Morningstar's Adam Fleck highlights the possible business impact on the utilities, energy, auto, and construction sectors.
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.
Among Vikram Pandit's last jobs as Citigroup Inc.'s chief executive officer was to decide the fate of the bank's hedge-fund unit, which employs some of his oldest colleagues. He agreed to give them most of it for free.
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