Schroders manager uses awareness of relative value to negotiate extreme market moves
The Japanese market has been a laggard in the broad equity market recovery that began in March last year.
Part two of a Conjecture discussion on opportunities in DPJ-run Japan
A mid-cycle correction, which we anticipated for Q2 2010, may have already started and there is good reason for us to advise a more cautious approach within the Pacific Basin.
JPMorgan says Chinese market volatility is creating attractive entry points for investors.
Nomura's Yasuhiro Mimbuta believes Japanese equities remain attractive despite facing a tough year in 2010.
Anthony Bolton intends to subscribe for 2.5 million shares priced at £1 each in his new China Special Situations investment trust.
The Conjecture panel discuss opportunities to be found in DPJ-run Japan
Six months ago, interest in Japanese stocks was at a very low level.