China

Mining stocks are dragging down the FTSE 100 index after weak trade figures in China have reignited worries about a slowdown in its economic growth.

Despite recent Chinese stock market volatility, the long-term growth outlook for Asia remains very positive, and compared to its emerging market peers the region does not come at a premium.

Pictet Asset Management has upgraded its European exposure to a full overweight, following the resolution of a Greek bailout deal and positive expectations for future earnings.

The IA Japan sector is home to the most consistent fund performers over the past three years, according to the latest research by F&C's multi-manager team.

Market turmoil in China will prove a greater problem for European equity managers than the ongoing travails of eurozone member Greece, according to Argonaut Capital's Olly Russ.

China's Shanghai Composite has suffered its worst day since early 2007 as the country's stock market sell-off returned with a vengeance on Monday morning.

The headwinds and tailwinds for China

Chinese equities have rallied strongly after it was revealed state banks have lent some 1.3trn yuan ($209bn) to the country's margin finance agency in the latest step to prevent a market freefall.

Aberdeen's head of global emerging market equities Devan Kaloo has admitted the significant underweight to Chinese equities - as well as an overweight to India - has hurt his flagship GEM fund so far in 2015.

Chinese ETFs have been hit by price swings and wide valuation gaps as a result of the suspension of trading on a large proportion of Chinese stocks last week.