The Pacific Is Terrific, And Europe Isn't Terrible

A Japanese rebound would not only help the Far East but also give a lift to the Continent

Joe Scott Plummer was getting jittery. Last year, the soft-spoken managing director of Edinburgh's Martin Currie Ltd. began moving money into Hong Kong only to see the Hang Seng index nosedive when Beijing blew a fuse over Governor Chris Patten's proposed democratic reforms for the colony. But Plummer was undeterred. "We swallowed hard," he recalls, "and then decided to buy right through the fall."

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