China

For the past 12 months and much of the past two years, two issues dominated investor mentality, at least when it comes to macro-related thinking: one is the US and the other is Europe.

GREEK DEFAULT

Emerging market stocks rose for the ninth day in a row today on increased investor confidence, driven by positive data from China and the US.

Global equities are rallying hard as strong data from China and a deal to avert the US fiscal cliff give cause for optimism.

BOLTON: MY OUTLOOK FOR 2013

GLOBAL

Concerns over China's slowing economy have sent its domestic equity market tumbling this year, but which China funds best survived the sell-off?

Fidelity's Anthony Bolton has predicted a turnaround in China next year as the economic cycle shifts in the country's favour.

Panic about house prices, asset bubbles and China caught our readers' attention this year, with the views of leading hedgies and controversial industry figures featuring in our list of the 20 most read stories of 2012.

China will be the most attractive emerging market in the next six to 12 months, according to Conrad Saldanha of Neuberger Berman.