Money managers are betting on companies that will benefit from infrastructure spending; avoiding export-sensitive industries
Corporate earnings will probably fall in the short term, but Japan’s fortunes may be changing
Good stocks available at bargain-basement prices
The purpose of these regulatory changes is to reduce risk, but they will also curtail firms’ earning potential
Financials are stable but economic uncertainty still hangs over their profit outlook
While opportunities for growth are likely, many money managers advise caution
Once the economic recovery gets underway, the world’s major currencies will be affected in different ways
There are various bargains to be had in the corporate bond universe — and they are not hard to spot
The credit crisis plaguing much of the developed world is also leaving its mark on emerging markets