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 Bob Johnson gives his take on recent disappointing retail and housing data, as well as higher gasoline prices and Fed stimulus worries.
A slowdown in Asia could cause an even further drag on core Europe, especially export-dependent Germany, warns BlackRock's James Bristow.
Causeway's Sarah Ketterer on picking through the rubble in Europe and how to like Japanese stocks without liking Japan.
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