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Nervous Markets Apt to Oversell on Japan NewsCauseway International Value manager Sarah Ketterer comments on the Japan disaster's economic impact, the reconstruction to come, and the market's reaction so far.
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DeVaulx: Cautiously Buying in JapanThe 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.
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McGregor: A Number of Businesses We Like in JapanInvestors' perception of what is going on in Japan is colored too much by the aggregate indices and not by what's going on with the individual companies, says Oakmark Global co-manager Clyde McGregor.
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McLennan: Intrinsic Value Still Intact in JapanIt's uncertainty--as opposed to readily identifiable losses in existing intrinsic value--that's weighing on Japan stock prices at the moment, says First Eagle's Matthew McLennan.
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