China

Decisions, decisions

Natural resources

Other large caps may follow Tesco in cutting dividends

The transition into the middle classes is a major growth catalyst in emerging markets, but the population shift will take time to unfold. Mark Yockey, and Charles-Henri Hamker, portfolio managers on the global equity team at Artisan Partners, explain

JP Morgan's emerging markets manager Leon Eidelman has argued the slowing of EM economies does not mean investors should write them off altogether.

The Alibaba money machine

I am still not ready to move negative duration

Edward Lam is running a significant underweight to China in the expectation the country will move to devalue its currency.

Aberdeen Asset Management is launching a China A-Share fund after being granted its first Chinese RQFII licence.

SmartGARP bounces back