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.
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.
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.
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