First State Asia Pacific Leaders manager Angus Tulloch has warned investors political stability in China is "increasingly fragile" in the aftermath of the Bo Xilai scandal.
In the second in a two-part special, fund managers reveal the plays that have contributed to their performance since January.
Schroders has bolstered its fixed income team with the appointment of four emerging market debt managers.
Charles McKenzie, the head of fixed income, EMEA, for Aberdeen has joined J.P. Morgan Asset Management.
In the first of a two part series, managers reveal the plays that have contributed to their performance since January.
Franklin Templeton Investments' Michael Hasenstab has boosted exposure to Hungary in the $60bn Templeton Global Bond fund, meaning the overall company is likely to hold more than 10% of the country's government debt.