(Mark Headley, a portfolio manager for the Matthews funds, which specialize in foreign markets, says many U.S.-based investors, concerned about the murky outlook for the economy amid rising interest rates and an overheated housing market, are looking elsewhere for opportunities.) We`re seeing a healthy diversification toward overseas markets, ... Americans have ignored (foreign markets) for too long.
As a professional portfolio manager, we are staying far away from these companies. Just because something has China in its name doesn`t mean the World Trade Organization deal is going to help them.
It`s a real statement that despite Enron, (the terrorist attacks of) 9-11 and the recession in the U.S., Japan is having a worse time. But beyond the symbolism, it doesn`t mean much.
(HOT SECTORS. As a stock-picker, he likes Japanese banks, brokerages, and insurance companies.) Financials are a good way for investors to participate in a restructured and reflated Japan, ... There`s a lot of potential for growth here. Japanese consumers are one of the most underserved communities of wealthy people on the planet.
This will be a nasty spike down in quarterly earnings and hopefully that will be the end of it.
This is downright nuts. These companies are not even on our radar screen. We don`t even know what they are. I don`t think anyone knows.
It is tough to see the yen weakening dramatically. And it`s pretty easy to make a case for it continuing to go stronger.
He`s always going to be well-prepared mentally. He`s not a big talker, but he`s always ready to play.
You have to give them credit for not driving Humvees.
He`s got good feet for that size. He`s in good shape for a kid his size. He can run people down and catch them from behind (on defense).