China

Transitioning to consumer-led economy

Andrew Graham, portfolio manager of the Martin Currie Asia Unconstrained trust, says market upheaval in Asia is offering investors opportunity

Luxury firm hit by economic slowdown

Focus on larger GEM fund

Volatility to be expected

Period of adjustment

Worst losses since 2008

With possibility of 20% plus corrections on the horizon, manager cautious on ASEAN markets over the next 12 to 18 months.

Focus on particular economic data points misses the extent of the change in China's economy in recent years.

Global shares shed $11trn