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Market Views - International

Orlando's Outlook: Taxman Tuesday & Wednesday with Janet 
Apr. 17, 2014 :: Philip J. Orlando
For investors, Fed Chair Janet Yellen's speech to the Economic Club of New York was familiar; not so the new changes to the Fed tax code.
Japan Market Memo: Abenomics' shine fades as consumption tax looms 
Mar. 28, 2014 :: Leonardo A. Vila
A lot of the easy work to spark Japan's economy has been done. Now comes the hard part.
Emerging Market Memo: It's an adjustment, not a crisis 
Feb. 6, 2014 :: Ihab L. Salib
Turmoil in several EM countries shouldn't be construed to imply all EM countries are troubled
Japan and China: Lessons for India 
Dec. 2, 2013 :: Audrey H. Kaplan
Stimulative government and monetary policies support corporate performance
Market Memo: Check out South Korea and Poland 
Oct. 28, 2013 :: Audrey H. Kaplan
These two emerging markets offer potential opportunties in the international arena
Choice creates small-cap investing opportunity 
Oct. 2, 2013 :: Leonardo A. Vila
Senior Portfolio Manager Leo Vila makes the case for small-cap stocks.
Japan's fourth arrow 
Oct. 2, 2013 :: Leonardo A. Vila
Senior Portfolio Manager Leonardo Vila examines Japan's recent economic success.
Market Memo: Europe's on the mend 
Aug. 23, 2013 :: Marc Halperin
Germany and France are leading what appears to be a budding euro-wide recovery
Market Memo: A likely Merkel victory should be good for German stocks 
Aug. 14, 2013 :: Audrey H. Kaplan
Polls indicate Germany's chancellor is a shoo-in and history suggests that will be good for stocks
Market Memo: Japan has been found 
Aug. 6, 2013 :: Leonardo A. Vila
After two lost decades, Japan's economy rebounds
Market Memo: Time to be brave about emerging markets 
Jul. 19, 2013 :: Audrey H. Kaplan
Fundamentals, valuations make developing countries a potentially attractive long-term option
Infographic: Looking for international opportunity? 
Jul. 15, 2013 ::
Learn which countries have the highest GDP growth
Market Memo: Why we favor Europe over the U.S. 
Jun. 19, 2013 :: Audrey H. Kaplan
A downtrodden Europe may have the potential for more upside as it starts to recover
Market Memo: Can Japan change from deflation to inflation? 
May 22, 2013 :: Audrey H. Kaplan
Abenomics' three-pronged approach seeks to spur growth and drive up prices
Japan Stimulates Interest 
May 1, 2013 :: Audrey H. Kaplan
What's different about Japan's stimulus efforts now compared to previous years?
Troubles Abound in Europe 
May 1, 2013 :: Leonardo A. Vila
What will it take to see improvement in Europe?
Drama aside, worst may be over for Europe 
Apr. 26, 2013 :: Audrey H. Kaplan
European Central Bank's all-out backstopping has been a game changer

 
 
 
 
 
 
 
 
 
 
 
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