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JAPAN / FAR EAST
Japan recovery to continue, says JOHCM's McGlashan
08 Mar 2010 | 16:40
J O Hambro Capital Management’s Scott McGlashan believes the recovery of Japan’s economy and stock market should continue in 2010, especially if the Bank of Japan eases monetary policy.
Atlantis switches to sterling to join FTSE All Share Index
Japan Growth fund to redenominate allowing shares to be included in FTSE All Share
08 Mar 2010 | 08:00
JPM spies chances in Chinese stock volatility
JPMorgan says Chinese market volatility is creating attractive entry points for investors.
26 Feb 2010 | 14:52
Other news
- Japan still attractive says Witan Pacific Trust manager
- Bolton to subscribe for £2.5m share in China Special Sits
- Barings’ Harte pre-empts Japan QE programme by shorting yen
- Japan stays ahead of China as world second largest economy
- LGIM to merge Japanese fund into tracker
- GLG unveils hedged version of Japan CoreAlpha
- RLAM’s Varley maintains Toyota overweight
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Taylor-made for Japanese success
Neptune Japan Opportunities manager runs a consolidated portfolio of evenly sized holdings of between 2% and 3%
Technology eyes are smiling
Marlborough's Jeffrey Lum says the technology sector can offer handsome returns for investors
Dobbs focuses on governance and management to top sector
Schroders manager uses awareness of relative value to negotiate extreme market moves
CONJECTURE
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Listen in to our regular debates on all areas of the investment industry, in association with Standard & Poor's. The most recent sees Alec Young, global equity strategist for the US, Europe and Asia, and Julian Chillingworth, chief investment officer at Rathbone discuss the economic outlook. Jon Stapleton, Professional Pensions news editor, chairs.
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The small-cap effect
Smaller companies may outperform for a multi-year period, says Gartmore's Gervais Williams.
GOSLING'S GROUSE
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Read all the grouses from Investment Week's Founding Editor, Lawrence Gosling
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