China

From urbanisation and the rise of a new middle class in emerging markets, to a renewed focus on corporate governance, managers explain which global structural changes are having the greatest impact on their portfolios.

The prices of core commodities, including oil and iron ore, have plunged in recent years. Michael Hulme, commodity equities fund manager at Carmignac Gestion, analyses the areas still able to offer value as industries consolidate and respond to price...

Peter Askew, co-manager of the T. Bailey Growth fund, says investors are at risk of missing out on the best Asian opportunities by only allocating to the region through emerging market labels

Renewed yen weakness could bring about a fresh global currency war resulting in a 'tidal wave of deflation' in China and the West, Société Générale's Albert Edwards has warned.

Chinese funds saw the largest weekly inflows since 2008 this week, with hot money flowing into Chinese A-shares ETFs, before the 6.5% correction seen in the market yesterday.

Chinese mainland shares have plummeted 6.5% as investors took profits, as a fresh squeeze on margin financing was blamed for the latest blip in the country's fierce equity rally.

Jade Fu, investment manager at Heartwood Investment Management, analyses the public and private debt balances of Asian economies, and how they impact investors in the region

Stuart Parks, head of Asian equities at Invesco Perpetual, explains why despite China's strong equity market gains in recent months, investors may be too optimistic on other Asian countries

First State Stewart's global emerging markets team is turning more positive on one of investors' least-loved global equity markets, saying valuations now warrant closer attention.

Battle of the unloved assets