China

John Redwood, chief strategist at Charles Stanley, does not expect either the Chinese economy or Chinese politics to derail the global recovery this year.

James Hart, investment director for Witan Investment Services, has identified Asian areas of interest where the £1.7bn Witan and £194m Witan Pacific investment trusts have recently increased their exposure including Korea, Singapore and Japan.

China remains most important issue

After Alibaba's record-breaking IPO

Emerging markets are well placed to benefit from an uptick in global growth, particularly those that are commodity exporters. Yields are good and valuations do not look excessive in light of the improved outlook.

Over the course of 2016, the factors driving Asia's capital markets changed, writes Sharat Shroff, portfolio manager at Matthews Asia.

Value opportunities

Mixed signals in the market

A trade war would hurt both the US and China

Fall larger than analysts' expectations