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  1. Sri-Kumar: Time for a Central Bank Exit Plan

    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.

  2. De Vaulx: There's Still Value in Japan

    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.

  3. De Vaulx: There's Still Value in Japan

    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.

  4. Stattman: There's a Lot to Like in Japan

    Very attractive valuations compared to the U.S. market and an increased focus on shareholder value from Japanese companies combine to make Japanese equities attractive--but mind your yen exposure, says Dennis Stattman, manager of the Gold-rated BlackRock Global Allocation Fund.

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