China

The summer months are always the ideal time to take stock of the investment climate year-to-date - and to consider prospects for the second half.

Multi-asset managers have cautioned against buying back into gold, arguing the precious metal ‘momentum trade' no longer exists.

ASIA

Growing fears over the risk of a credit crunch in China are misplaced, according to EFG Asset Management's Mansfield Mok, with the government standing behind the banking sector and ready to boost liquidity if needed.

China's major equity markets slipped further into bear market territory this week as traders worried about the withdrawal of QE in the US, and slowing Chinese growth.

Four managers reveal their recent asset allocation moves and top picks from the EM equity space.

EQUITIES

COMMODITIES

Asian stock markets finished Monday's session firmer as the latest growth figures from China matched forecasts.

Outgoing manager Anthony Bolton talks to his successor Dale Nicholls about the future strategy of the Fidelity China Special Situations investment trust.