China

EMERGING MARKETS

UK EQUITY ALPHA

TECHNOLOGY

China's economic growth accelerated for the first time in three quarters in Q3, as the country opted for an immediate boost to GDP by ramping up factory output.

Multi-asset investors are returning to Chinese equities, as fears of a ‘hard landing' subside and the local economy shows signs of improvement.

Ewout van Schaick, head of multi-asset strategies at ING Investment Management, has opened a position in commodities across his portfolios for the first time in a year.

EMs

Martha Wang, manager of the £2.2bn Fidelity China Focus fund, is taking a career break, with Fidelity hiring BlackRock's Jing Ning to run its flagship China fund.

ONE TO WATCH

ETHICAL