Japan bounces back from downturn with a strong third quarter, while new government charts course
With subdued economic growth and low interest rates, bond returns are thin at short end of the curve
Improving company balance sheets will help provide yields higher than those of government issues
Rising demand for natural resources and consumer goods will fuel expansion
Money managers say even modest economic growth could create a strong rebound in some European equities
Outlook 2010
Money managers see a bright future for Asian markets, where global fluctuations matter less as consumer spending increases
Tim Hortons, Thomson Reuters are among picks for 2010; money managers are bullish on industrials, wary of telecoms
IT, health care and consumer goods are among the sectors favoured by analysts for the year ahead
Opportunities abound as government stimulus, the growing middle class and domestic consumption fuel China’s economy