Heavily indebted Japan is relying on its largest corporations to boost earnings and lift the country into a recovery phase, according to Neptune's Chris Taylor.
A return to classic value investing
There are two other factors, aside from wage growth, that could support growth in Japan, says Michael Stanes, investment director at Heartwood Investment Management
Evidence of a moderate slowdown in economic growth should not be feared as any pain as a result of China's rebalancing will be manageable in the long term, says Mark Williams, co-manager of the Liontrust Asia Income fund
US unemployment rate has fallen to the level considered to be the point at which wage levels should start to pick up - and consumer discretionary stocks will be the ones to benefit, according to Nick Ford, manager of the CF Miton US Opportunities fund...
Dr. Daniel Koller, head of management team, BB Biotech
Lawrence Gosling with Hollie Briggs of Loomis, Sayles & Company
Lawrence Gosling with Daniel Nicholas of Harris Associates
A hawkish statement from the Federal Reserve has been perceived by markets as another step towards an interest rate rise, although it is unlikely to come before April 2015.
Shares in Royal Mail fell by more than 8% after the company reported a fall in profits amid rising fears over competition from online retailers.