China

Jesper Koll, head of Japan at WisdomTree, takes a closer look at the 'outlier scenarios' he worries could have large investment implications.

Inflation should start falling back to target early 2018

China funds did well

Dovish tightening cycle

Foreign investors have typically shied away

Gallery of contrarian forecasts

Global capital has only been gradually waking up to the potency of the middle class opportunity in emerging markets, particularly in China, writes Ed Butchart, chief investment officer at Sloane Robinson.

Two key risks

Globalisation has come a long way fast, and many of the factors driving local inflation are now global in nature. But where will they go from here?

Dominance by Chinese tech firms