China

Julian Mayo, co-CIO of Charlemagne Capital, examines the evolution of China's economic development.

Ends 27-year stint at helm of Asia Pacific fund

Despite the negative sentiment and a rise in risks, the fundamentals of Asia are better positioned to withstand an external shock than other EM regions, according to Jade Fu, investment manager at Heartwood Investment Management

Acronym coined by Jim O'Neill in 2001

Strong innovators and providers of low-cost, but mission critical products and services are the best businesses to weather economic volatility.

The recent perils of not understanding the Chinese stock market have taken centre stage, and meaningful economic data points have been ignored, says LGBR Capital's Fen Sung.

Focus on high conviction ideas

More focus on mainland China

Manager is unusually optimistic

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