Kunal Desai, head of Indian equities at Neptune Investment Management, analyses what will be the real driver of the Indian investment story in 2016.

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.

Follows lifting of sanctions in summer

Low interest rates, pension freedoms and less risky structures are some of the reasons driving the rise of alternatives in closed-ended funds according to Tim Mitchell, head of investment trust sales at J.P. Morgan Asset Management

Attractive buy territory

Investment needs to be more 'fun'

Sector enjoyed long-term outperformance

Abe's non-approval rates have risen to match his approval rates, and further political uncertainty will present a large hurdle to progress, says Genzo Kimura, economist at SuMi Trust.

Richard Plaskett, client director in J.P. Morgan Asset Management's investment trust team, argues the case for investing in SMEs in Brazil to secure long-term growth opportunities.

Relative value strategies useful