US default worries are a ‘cry wolf’ situation: MFS Joe MarshJul 11, 2011A last-minute agreement on the US debt ceiling will be reached, says Jeffrey Morrison of MFS Investment Management, who sees emerging-market rate tightening as a greater concern.
Markets overreacted to China tightening, says Neuberger BermanJoe MarshFeb 21, 2010Meanwhile, stock-index futures will help boost liquidity and reduce volatility in the Chinese markets, says senior portfolio manager Frank Yao.
Asian stock prices fair to slightly undervalued, says BatterymarchJoe MarshFeb 16, 2010Asia ex-Japan stocks are currently valued at 13x forward earnings, with an expected growth rate of close to 20%, says Ray Prasad at Batterymarch.