Equities

Investment Week Conjecture

Emerging markets are seen to be leading the global recovery as sector outperforms

EMERGING MARKETS

Spain finally emerged from recession in the first quarter of 2010, following nearly two years of negative growth.

Anthony Chan of Alliance Bernstein looks at China's hidden debt and asks it portends a new sub-prime crisis in the region

EUROPE

Old Mutual's Philip Hunter has reduced exposure to China as smaller countries in Asia experience a pick-up in economic growth.

Batterymarch's Claudio Brocado says investors can participate in the booming Chinese economy by investing in other developing markets

Investors must increase their focus on top-down macroeconomic research as sovereign risk intensifies, Credit Suisse has warned.

Jupiter European Income manager avoids financials and takes overall cautious stance, believing Greece story could contaminate other eurozone economies