China

Why are foreign investors ignoring the rally?

Investors are moving out of frontier markets and in to global emerging market vehicles, including BRIC funds, to capture a reversal in their fortunes.

Robin Geffen, fund Manager & CEO, Neptune

Beneficiaries of the oil price drop

Crispin Odey has warned of a bubble in European equities, saying ECB QE has left investors with no option but to buy the asset class - similar to the dynamic now visible in China.

The FTSE 100 index moved back above 7,000 this morning after the Chinese central bank announced stimulus measures to prop up its economy.

Winners and losers

Robin Hepworth, chief investment officer at Ecclesiastical Investment Management, explains why investors need to realise their is more to Asia than China

Evidence of a moderate slowdown in economic growth should not be feared as any pain as a result of China's rebalancing will be manageable in the long term, says Mark Williams, co-manager of the Liontrust Asia Income fund