The Chinese equity market could rise 20% in the coming months as the government once again moves to support the economy, said Capital Economics' China specialist Mark Williams.
Managers in Global Emerging Markets sector are waiting for an end to EM tightening cycles and resolution of eurozone crisis
Emerging market currencies fell sharply during September after holding up pretty well through August. Developing market exchange rates even lost ground against the euro, despite Europe being the focus of market fears.
Ardevora co-founder and fund manager anticipates peaking inflation and looser lending rules will unleash new economic growth phase in China.
China's tightened monetary policy appears to be having the desired effect on inflation as figures for last month showed CPI dipped to 6.1% in September.
Zimbabwean investment company Masawara, which is backed by Neil Woodford in the £18.6bn Invesco Perpetual income funds, has raised $50m towards its capital target since IPO last year.