China

There has been significant momentum behind Asian markets in recent months. The MSCI AC Asia ex Japan rose 13.4% in US dollar terms during the quarter, the best start to the year since 1992.

Dividends well supported

Earnings growth is projected by some market strategists to bounce back in emerging markets in 2017 following five lacklustre years, writes James Donald, head of emerging markets at Lazard Asset Management.

Tim Love, investment director for emerging market equities at GAM, explains why the team is biased towards the frontier markets of Vietnam, Argentina, Romania and Pakistan.

Political stability crucial

Commodity markets have reached an inflection point

Making US long-dated bonds attractive

In a financial world where pundits continue writing their articles, blogs and analysis about an equity correction or a bond market crunch, would-be investors could be forgiven for keeping their cash in non-yielding bank accounts and accepting the eroding...

Dale Nicholls, manager of the Fidelity China Special Situations trust, talks to Lawrence Gosling about the speed of change in China in areas like e-commerce.

Changing growth model