China

Asset management house Neuberger Berman has outlined ten macroeconomic trends which could elevate global equity markets and rejuvenate investor sentiment in the second half of the year.

Fund selectors have revealed the difficulties in allocating to Asia and emerging markets as some of the most popular retail funds close their doors to new investors.

Charlie Awdry, manager of Henderson's China Opportunities fund, looks at why a bottoming out of power output in China could be a sign the economy is set to turn.

ALTERNATIVES

EMERGING MARKETS

EMs

The gearing and mid/small cap bias of Anthony Bolton's Fidelity China Special Situations trust have raised questions over its suitability for retail investors, Winterflood Securities has said.

GOLD

There are no longer any risk-free assets for investors to buy, after a spike in the price of a range of government bond safe-havens, Franklin Templeton's fixed income star Michael Hasenstab has said.

Fidelity's Anthony Bolton has moved to reassure investors now is the perfect time to be in the Chinese markets, as hedge funds withdraw from the region and short-sellers move in.