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China growth expectations plummet
By Joe Marsh | 18 February 2010
Investors have turned far less bullish on China and Europe, amid a global drop in risk appetite, according to Bank of America Merrill Lynch's February fund-manager survey.
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Japan back in favour as risk appetite rises
By Joe Marsh | 21 January 2010
Investors view Japanese equities as the most undervalued in the world, according to Bank of America Merrill Lynch's January fund manager survey.
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Japan’s QE and yen depreciation will:





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Spark short-term asset buying
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Drive a real economic turnaround
  18%
 
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  14%
 
Foster a JGB crisis
  12%
 
Hasten Asian currency war
  12%
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