Fidelity fund manager Bill Kennedy is seeing stock-picking opportunities amid better investment prospects in Europe, improving consumption in Japan, and cheap P/Es in Korea.
Aggressive easing policies, particularly in the U.S. and Japan, are creating a global currency war and establishing the foundation for a possible worldwide recession, says Komal Sri-Kumar.
After a nasty 25-year bear market, Japan is still far cheaper than both U.S. and European equities, despite its huge rally, says IVA CIO and portfolio manager Charles de Vaulx.
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