China

Roderick Snell, manager of the Baillie Gifford Pacific fund, analyses why out of the entire emerging market universe, only a handful of Asian economies have managed to produce sustainable real GDP growth rates of more than 6%.

'We have West Coast capitalism, not US holdings.'

Martin Currie's Andy Graham has warned that Indian assets have been overbought, adding an expected increase in profits is unlikely to filter through to investors in the near future.

Xavier Hovasse, manager of Carmignac's Emerging Discovery fund, takes a closer look at opportunities for investors in China and India.

China's global reach could widen if the MSCI China Emerging Markets index is opened up to domestic stocks and the IMF decides to include the renminbi in its special drawing rights currency basket this year. Nitesh Shah, associate director, research, at...

One of the opportunities emerging from the resources scarcity challenge is replacement technologies and the adoption of ‘smart' materials. Pieter Busscher, manager of the RobecoSAM Smart Materials fund, highlights the sectors set to grow in popularity...

China fund managers are preparing for ‘controversial' changes to the benchmark index, which could also prompt adjustments to Investment Association definitions.

Haiyan Li-Labbé, greater China analyst at Carmignac Gestion, highlights the many drivers that could eradicate the differences in price between local and overseas-listed Chinese companies in 2015

Robert Horrocks, CIO of Matthews Asia

Mirabaud's Daniel Tubbs looks at why managers are dubious about China.