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.
Royal London Asset Management's Derek Mitchell (pictured) looks at what is driving global stocks, and asks if macro events are combining to create 'the perfect storm' in markets.
M&G's Steven Andrew has moved to invest in Chinese equities in his Episode Income fund after labelling the region the cheapest equity market.
The completion of the current leadership transition in China is key to China and the global economy and should bring relief to the Chinese equity markets.
Investor confidence in the outlook for China's economy has surged to a three-year high, according to the BofA Merrill Lynch Fund Manager Survey for November.
It has been a hectic year for investors, with the eurozone debacle driving core bond yields to record lows, while equity markets were buffeted by fears over China and the US.