A leading emerging markets specialist has said China remains a compelling investment proposition, despite the slowing growth in the region.
The long-term "irreversible" trends I've discussed in detail in my upcoming book, $10,000 Gold, continue to develop.
Weaker than expected economic data from China has caused a sell-off in risk assets, especially commodities.
Economic growth in China slowed unexpectedly in the first quarter of the year, sparking concerns about the strength of the country's recovery.
Chris Bailey, head of direct global investment at Close Brothers Asset Management, urges investors to look again at Japan as a guide to investing closer to home.