Causeway Capital Management: Economic Implications of Japan’s March 11 Earthquake and Tsunami

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When the record-breaking March 2011 Japanese earthquake, tsunami, and nuclear crisis inflicted tragedy on many families in the world's third largest economy, our fundamental research team dedicated intensive efforts to estimate the economic damage to the region and determine the implications for the global manufacturing supply chain. In the days following the earthquake, we provided our clients this initial assessment, along with a stock-specific update on our Japan-listed portfolio holdings.

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