Market Views

International

Format(s)			Title, Date, Author, Description
			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
			Market Memo: China pullback offers opportunities Mar. 7, 2013 :: Audrey H. Kaplan China's economy is strengthening and fears over property crisis are overdone
			Market Memo: The case for more international Feb. 8, 2013 :: Audrey H. Kaplan Adding some global spice may benefit equity portfolios
			Market Memo: It's a global stimulus party Jan. 24, 2013 :: Audrey H. Kaplan Japan and Brazil join the parade of countries seeking to pump up growth
			Market Memo: International opportunities are bathed in luxury this year Jan. 16, 2013 :: Marc Halperin They love high-end Western brands in faster-growing China and Southeast Asia
			Market Memo: Opportunities across the continents Dec. 20, 2012 :: Audrey H. Kaplan Mexican, Chinese and German economies offer opportunities for global equity investors
			China poised for growth Dec. 7, 2012 :: Brian J. Holland Will China be an engine of growth in 2013?
			Opportunities in Every Corner of the World Dec. 7, 2012 :: Audrey H. Kaplan Where are the international opportunities in 2013?
			Resilience in Europe and Asia Nov. 16, 2012 :: Marc Halperin With policymakers engaged in managing the sovereign debt crisis in Europe, senior portfolio manager Marc Halperin sees potential there and in Hong Kong
			Emerging markets' investment appeal Nov. 16, 2012 :: Geoffrey C. Pazzanese Emerging-market countries offer investors opportunities. Portfolio manager Geoffrey Pazzanese discusses the appeal of Mexico and Brazil.
			Market Memo: China's new stimulus should cheer markets Nov. 15, 2012 :: Marc Halperin, Audrey H. Kaplan New leadership looks to put growth back on the front burner now that inflation has cooled
			Market Memo: Hong Kong and Singapore shrug off China slowdown Oct. 22, 2012 :: Marc Halperin Robust property markets, aided by low rates and low unemployment, drive accelerating growth
			If only the EU were more like Norway Oct. 12, 2012 :: Audrey H. Kaplan The Scandinavian country is running surpluses and its growth rate is being revised up
			Market Memo: Add some salsa to your international portfolio Sept. 24, 2012 :: Audrey H. Kaplan, Geoffrey C. Pazzanese Mexico and Brazil appear poised to capitalize on internal and external growth
			Market Memo: Stop worrying so much about China Aug. 22, 2012 :: Audrey H. Kaplan Growing internal demand promises to undergird its economy and markets
			Market Memo: The sun's rising again in Japan Jul. 20, 2012 :: Audrey H. Kaplan, Geoffrey C. Pazzanese An improving economy and attractive valuations are putting a shine on Japanese stocks
			Market memo: Pain today, gain tomorrow May 30, 2012 :: Audrey H. Kaplan May's sell-off in global equities makes for attractive valuations