Yields fall into negative territory
Highlights 'derailed recovery'
Threat of divide
Stronger growth in industrialised economies
A unique aspect of China's financial system has been the rapid accumulation of bank deposits over the last decade, but what is the sector's future?
Investors are being urged to carry out extra due diligence on global equity income funds on fears of 'disproportionately rising stock risk', as the sector's average exposure to UK-listed names reaches a three-year high.
Asia ex Japan index underperforms for three years
Net revenues down 29% over H2 2015
Appeal of non-traditional financials
China's 'new economy', focused on consumer demand and the service sectors, is accelerating.
If the recent sell-off can be attributed to any single factor, it has been events in China – and particularly its currency.
FX reserves approaching IMF danger level
Dependent on inflation expectations
Equity markets have taken a pounding this year as the oil price collapse and fears about China spook investors.
Market had volatile start to the year
What will affect investor sentiment in 2016?
In the second part of this special Big Question feature, investors and managers explain their portfolio positioning during a tough start to the year.
While the Chinese economy is undergoing a structural slowdown, it would be incorrect to translate this into an assumption for an imminent 'hard landing' given that policy makers still have significant flexibility to support growth.
Analysis from Kepler Partners
Volatile start to 2016
A torrid start to the year for global stockmarkets has heightened concerns about the contagion effect of China's problems on the wider Asia Pacific region, and in particular its "maturing" dividend culture.
May face 'legal consequences'