Julian Mayo, co-CIO of Charlemagne Capital, examines the evolution of China's economic development.
Goldman Sachs' David Townshend believes slowing Asian economies and many depreciating currencies in the region bode negatively for the Japanese economy.
With the US economy stabilising over the past few years since the financial crisis, and a December rate hike looking increasingly more likely, the US recovery is underway.
Reflects move to larger investment universe