Global

When it comes to Asia and BRIC investing, it is China that traditionally grabs the headlines, with India lagging behind. But the Indian economy is big and growing rapidly and groups are increasingly offering funds targeting the subcontinent.

THE ALCHEMIST

Fidelity's veteran manager Anthony Bolton has hit back at Aberdeen's head of equities Hugh Young, who says he is struggling to find quality, well-run companies on the Chinese mainland.

Aberdeen's Hugh Young is running a heavy underweight to China as he says bad management is prevalent among mainland Chinese companies.

For the first time in five years, Goldman Sachs is more bullish on US growth than global consensus.

INDIA: BULL OR BEAR?

In line with the global equities markets, 2010 was very forgiving for the Middle East and North Africa (MENA) region, with most managers believing the worst is over and now is the time to invest in the region.

ON ASIA

BP's three Russian billionaire partners have filed for an injunction in London to stop the British company jumping into bed with their Kremlin-backed rival Rosneft, the Telegraph reports.

Russia is now in the same investment risk category as DR Congo, Sudan and Iraq, according to research from risk analysis firm Maplecroft.