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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. McLennan: Intrinsic Value Still Intact in Japan

    It'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.

  3. Ketterer: Today's Ideal Environment for Value Investors

    Causeway's Sarah Ketterer on picking through the rubble in Europe and how to like Japanese stocks without liking Japan.

  4. De Vaulx: Pockets of Opportunity Overseas

    Former First Eagle manager Charles De Vaulx outlines today's case for venturing overseas and where he sees potential now.

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