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.
Many analysts use sovereign ratings as a proxy for country risk, despite the fact they are two distinct risk types, say Marcel Heinrichs and Ivelina Stanoeva at S&P Capital IQ.
Fitch has cut China's local currency rating from AA- to A+, amid concerns the country is not doing enough to address its soaring debt levels.
Chinese and wider Asia stock markets were boosted today by better than expected inflation data from China.
Investors searching for income have piled in to Europe's stash of dividend paying stocks over the past few years.