Equities

On 6 March, the market realised if Citigroup could earn its way out of the capital hole created by caustic debt holdings, less troubled banks could also.

After a memorable 2009, when emerging markets rose like a phoenix from the ashes of the economic downturn, Templeton's Mark Mobius forecasts the year ahead for the sector and the opportunities that can be found in the Chinese year of the tiger

Legg Mason Equity Japan manager expects trend favouring domestic-oriented small-cap growth to continue

Investor keenness in sector pushes prices up sharply but long-term case remains intact

Launched in February 2008, the £127m Jupiter India fund has significantly outperformed its peers in the IMA Specialist sector over the past year, up 100.4% to January 11, compared to the sector average of 40.4%.

With some justification, investors took an increasingly positive view of the prospects for most Asian markets last year.

Martin Currie is to launch a UK domiciled open-ended China fund to be run by James Chong on 10 March.

The major UK banks are falling as the market absorbs the wider implications of Barack Obama's plans to keep US banks on a tighter leash.

Fund managers believe Barclays, HSBC and Royal Bank of Scotland are the UK banks most likely to suffer if the latest US plans to curb risk taking in the sector are effected.

Investors seem more than happy for the market to continue moving higher and the latest investor sentiment surveys indicate the bullishness among investors is now at levels not seen since 2007.