Progress on SOE reform needs to be watched closely because it is an area where shifts in management could benefit the economy in a number of ways, according to Koon Chow, senior macro and FX strategist emerging markets fixed income team at Union Bancaire...
There is something faintly British about the way Aberdeen Asset Management is being talked about at the moment.
Structural over-capacity and falling productivity in many once-booming sectors means the Chinese economic model is now in crisis, Barry Norris, founder and CEO of Argonaut Capital.
Cut equity exposure
Traditional drivers are being increasingly challenged by global headwinds and investors must adapt, writes Gary Greenberg, head of emerging markets at Hermes Investment Management.
Earliest date for inclusion is October 2016
Taking advantage of 'dynamic' industries
Opportunities despite hard-landing fears
US dollar strength, weak commodity prices and fears of a hard landing in China have made 2015 another difficult year for emerging market investors, so what next?
Several brokers down 10%
Although China's slowing economy has dominated headlines, Jeremy Thomas, co-manager of the Brunner investment trust, highlights the sectors poised for a pick-up
IW podcast for November
The ASEAN region is a relatively unloved one at the moment due to a host of factors, including an investor preference for North Asia and weak domestic earnings.
Some stocks set to benefit
Rhys Davies, fixed interest deputy fund manager at Invesco Perpetual and manager of the City Merchants High Yield investment trust, explores what the recent rise in yields in the high yield market means for investors.
Last week's news that BRIC pioneer Goldman Sachs had been forced to merge its fund into a wider emerging markets offering seemed to sound the death knell for what were once hugely popular vehicles less than a decade ago.
Opportunities in consumer stocks
Latest Lloyds Private Banking survey
Rate uncertainty weighs on markets
Simon Finch, manager of the Ashburton India Equity Opportunities fund, looks at how China's demographics compare with India, following recent changes.
Julian Mayo, co-CIO of Charlemagne Capital, examines the evolution of China's economic development.
Ends 27-year stint at helm of Asia Pacific fund
Despite the negative sentiment and a rise in risks, the fundamentals of Asia are better positioned to withstand an external shock than other EM regions, according to Jade Fu, investment manager at Heartwood Investment Management