China

Fund managers have been taking profits on Chinese A-shares after a strong run, focusing instead on H-shares to power the next leg of growth.

Ruffer's Hamish Baillie and Steve Russell have said Chinese equity markets could soar further as the Hong Kong-Shanghai Stock Connect continues to boost sentiment and trading volumes.

Schroders' head of Asia ex Japan equities Robin Parbrook has told investors not to expect stellar returns from Asian equities as several headwinds threaten the asset class.

China's central bank has cut interest rates for the third time in six months as it tries to shore up its slowing economy in the face of low inflation and a cooling property market.

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.