Putnam Perspectives

Research insights from active investors

Posts from category: International

Russia poses new risk for Europe

The annexation of Crimea by Russia led to a sharp sell-off in markets and especially in various Russia-exposed stocks. European companies whose businesses are leveraged to the Russian economy...

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Japan’s reforms face moment of truth

Regarding Japan, we have expressed optimism in recent quarters about the potential economic gains from Prime Minister Abe’s reform program. In 2013, the government and the Bank of Japan...

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Can Japan help drive global growth?

While we find U.S. equities attractive, Japan has become a more interesting market, mainly because of the broad political support for the new prime minister, Shinzo Abe. To get...

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