Equities

Japan's leading share index extended its winning streak to six days overnight, it's longest spell of consecutive positive returns since March's earthquake and tsunami.

The programme of US bond purchases, affectionately known as QE2, has only just ended, yet there are already calls in America for a new initiative (presumably to be known as QE3) to be introduced. QE is dead, long live QE!

Abnormal volatility in European markets is set to continue despite moves by Greece to overcome hurdles after passing its austerity package last week.

Invesco Perpetual and JO Hambro Capital Management (JOHCM) have gone overweight Japan across a range of Asian and global mandates amid a rebound in the country's stock market.

Andrew Nicholas, manager of First State's £60m Global Property Securities fund, has moved overweight Japan, following the earthquake and tsunami in March.

HSBC and Cavendish highlight opportunities in Brazil and Far East at Investment Week's Global Emerging Markets focus in London.

Neptune's US fund manager Felix Wintle is set to dump technology stocks and sell banks as he attempts to steer his £673m US Opportunities fund out of the bottom quartile.

Thailand, Indonesia and the Philippines (TIPs)have struggled recently but remain a solid investment case, Liz Evans at Cavendish has said.

Threadneedle's head of European equities William Davies has said it is "inevitable" Greece will default in the next two years.

Oriel urges investors to sell stakes in Anthony Bolton's Fidelity China Special Situations trust and transfer to GEM portfolios.