Major Chinese cities are trapped in a property bubble after sales transactions soared 60% over the past 18 months, says Gartmore's Charlie Awdry.
BRIC economies could be among the five largest in the world well ahead of 2050, the year originally forecast by Goldman Sachs Asset Management (GSAM).
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.
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.
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.