The Bank of England's Monetary Policy Committee was divided on its quantitative easing strategy in November, meeting minutes showed Wednesday. David Page from Investec has analysis.

"We think in areas where regulation is becoming more onerous that bottom-up stock-picking orientation is going to be very important," Jerry Senser, CEO & CIO of Institutional Capital, said Tuesday. He suggested looking at JPMorgan Chase, US Bancorp or Santander in "what is going to be a difficult regulatory environment."

The Nikkei 225 lost 0.6% Tuesday, but shares of Canon surged after it announced plans to acquire Oce. Asuka Kondo The Nikkei has the details.

The retail sector looks a little "soft" in the run up to the holiday period, but housing-related retail companies could be stronger, Jerry Senser, CEO and CIO of Institutional Capital, told CNBC Tuesday. James Barty from Arrowgrass Capital Partners joined the discussion.

There could be some yuan appreciation in the "not-to-distant future," James Barty from Arrowgrass Capital Partners told CNBC Tuesday. A stronger yuan would be in China's interest, he added.

UK consumer price inflation rose to 1.5% year-on-year in October, as expected by analysts. Daragh Maher Deputy Head of Global FX Strategy Calyon told CNBC the data doesn't show the underlying reality and UK inflation is actually quite modest.

US President Barack Obama met with Chinese President Hu Jintao Tuesday to discuss issues surrounding the yuan. David Karsbøl from Saxo Bank and Beat Lenherr from LGT Capital Management discuss the meeting.

"The dollar has got a good chance of strengthening over the next few months," Marino Valensise, CIO of Barings, told CNBC Monday. Valensise considers the potential impact of a stronger dollar on overseas investors.

The Nikkei 225 closed 0.2% higher Monday after Japan's GDP data showed a better-than-expected 4.8% rise. The Nikkei's Ken Moriyasu has the details.

"If you are looking at a debasement of the US dollar currency, then the local price of all the assets denominated in dollars should go up," Marino Valensise, CIO of Barings, said Monday, adding that this has become apparent in the US and the UK. "All policies signal that asset prices will go up for the time being," he said.

Euro zone October inflation was confirmed at -0.1% year-on-year Monday, in line with forecasts. “There is not an inflation problem,” Kit Juckes from ECU Group said, adding that we will get a temporary pick up in inflation, which we are advised to look through.

Telecoms equipment maker Alcatel-Lucent is betting on growth in the Asia-Pacific region as part of its plan to return to profitability after 12 consecutive quarters of losses. CEO Ben Verwaayen told CNBC “we’re on track” regarding bringing down the company’s overhead costs.