Equities

Emerging market countries are home to some of the most rapidly innovating tech companies, which will become serious challengers to global tech giants when they start exporting their services, says Tom Record, co-manager of the Majedie Global Equity and...

There are two other factors, aside from wage growth, that could support growth in Japan, says Michael Stanes, investment director at Heartwood Investment Management

Evidence of a moderate slowdown in economic growth should not be feared as any pain as a result of China's rebalancing will be manageable in the long term, says Mark Williams, co-manager of the Liontrust Asia Income fund

US unemployment rate has fallen to the level considered to be the point at which wage levels should start to pick up - and consumer discretionary stocks will be the ones to benefit, according to Nick Ford, manager of the CF Miton US Opportunities fund...

Even if Greece finally leaves the single currency, the financial shock will be both manageable and short-lived as European equities have already started their QE powered rebound, says Paul Wild, manager of the JOHCM Continental European fund

Dan Nickols manager of the Old Mutual UK Smaller Companies fund, asks if UK smaller companies should realistically be trading at a discount to their large cap peers

Given their recent years of easy credit and higher oil prices, US shale companies may struggle to adapt to the fall in oil prices seen over the past six months, says Jonathan Waghorn, co-manager of the Guinness Global Energy fund

Hermes' Geir Lorde has said he is building his exposure to energy as valuations in the out-of-favour area are looking increasingly attractive.

Andrew Swan, manager of the BlackRock Asia fund, analyses the prospects for Chinese markets as the country deals with the consequences of its new reform-led agenda

Emerging market specialist Charlemagne Capital has formed a joint venture with Iranian group Turquoise Partners to launch products offering access to the country's stock market.