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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. How First Eagle Plays Japan

    First Eagle's Abhay Deshpande says Japan is a market of stocks, not a stock market, with some picks that can greatly outperform the market as a whole.

  3. Prepare for a Muddle-Through Economy

    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.

  4. The Friday Five

    Five stats from the market and the stories behind them. This week: a steep 41% dividend cut, a surprising 12% sales gain, and more.

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