Anthony Bolton is backing one of his unlisted stocks to make significant returns for shareholders in his Fidelity China Special Situations trust later this year when it lists on Hong Kong's main market.
China has unveiled new measures to boost its struggling economy in a fresh sign the ruling party is concerned about a slowdown.
Disappointing Chinese manufacturing data has sent Asian equities into reverse and raised further questions over extent of the country's economic slowdown.
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.
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.