Fidelity's veteran investor Anthony Bolton said analysts predicting a shock fall in Chinese GDP growth will be proved wrong in the coming months.
MAM Funds' Martin Gray is eyeing developed market government bonds with a view to reinvesting in the asset class, after taking profits over the summer.
China should attack the Japanese bond markets and cause a full-scale funding crisis, unless the latter nation reverses a decision to nationalise the Senkaku/Diaoyu islands, a senior advisor to the Chinese government said.
Markets were subdued in afternoon trading as fears over China, coupled with instability in the Middle East, weighed on investor sentiment.