Equities
Emerging markets
Anthony Chan of Alliance Bernstein looks at China's hidden debt and asks it portends a new sub-prime crisis in the region
10 May 2010
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Emerging markets
Old Mutual's Philip Hunter has reduced exposure to China as smaller countries in Asia experience a pick-up in economic growth.
10 May 2010
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Emerging markets
Batterymarch's Claudio Brocado says investors can participate in the booming Chinese economy by investing in other developing markets
10 May 2010
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Europe
Investors must increase their focus on top-down macroeconomic research as sovereign risk intensifies, Credit Suisse has warned.
10 May 2010
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Europe
Jupiter European Income manager avoids financials and takes overall cautious stance, believing Greece story could contaminate other eurozone economies
10 May 2010
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Emerging markets
Bryan Collings has cut the number of holdings in his Hexam Global Emerging Markets fund on expectations of a further 10% slide for developing world equities.
10 May 2010
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Europe
Fund managers fear strong near-term pressures on gilts and sterling after the market reacted poorly to a hung parliament last week.
10 May 2010
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