China

Equity markets have taken a pounding this year as the oil price collapse and fears about China spook investors.

Market had volatile start to the year

What will affect investor sentiment in 2016?

In the second part of this special Big Question feature, investors and managers explain their portfolio positioning during a tough start to the year.

While the Chinese economy is undergoing a structural slowdown, it would be incorrect to translate this into an assumption for an imminent 'hard landing' given that policy makers still have significant flexibility to support growth.

Analysis from Kepler Partners

Volatile start to 2016

A torrid start to the year for global stockmarkets has heightened concerns about the contagion effect of China's problems on the wider Asia Pacific region, and in particular its "maturing" dividend culture.

May face 'legal consequences'

Outflows reached record $1trn last year