China

CHINA

Chinese shares have started the week sharply in the red, with markets off substantially amid ongoing fears about the impact of the US cutting back its stimulus programme.

Newton's Jason Pidcock is maintaining an overweight to Australian equities in his Asian Income portfolio, despite the recent underperformance of the local currency against the US dollar.

Chinese stocks took a severe hit as the threat of a credit crunch in China escalated and the country's central bank threatened to continue its credit-tightening policy.

Emerging markets face a tough summer but this could lead to an entry point for investors at the end of Q3, said Jupiter's Kathryn Langridge.

ASIA

GOSLING'S GROUSE

CHINA

Funds with heavy exposure to financials are at the bottom of the IMA China sector over six months, as China's banking reforms caused a savage sell-off in financial stocks.

This week has seen further volatile moves in markets - particularly within fixed income as investors unwind positions in government and emerging debt - while Chinese equities also hit the headlines on fears of a slowdown in the country.