China

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

33.4m shares available

Townsend Lansing, head of short/leveraged and FX platforms at ETF Securities, explains how currency hedging in the ETP space can be used to exploit market dislocations

Losses of £1.9bn

Filip Weintraub, manager of the recently launched Skagen Focus fund, has blamed the sell-off in global markets over the past few months for the portfolio's tough start.