China

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.

The redeveloped macroeconomic investment model at Guinness family office and fund manager Iveagh is pointing to a pick-up in the Chinese economy, according to CIO Chris Wyllie.

Anthony Bolton has said he expects to see more positive news emerging from China later this year after a fall in inflation left the authorities with more flexibility to boost growth.

Goldman Sachs Asset Management chairman Jim O'Neill looks back over a week of mixed economic indicators from two of the world's leading powerhouse nations.