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.
Jim Rogers has dismissed fears of a hard landing in China, saying slowing growth is simply proof the authorities are managing the economy as they intended.
Darwin Investment Managers' David Jane tackles the thorny question of China, and asks whether a gentle slowdown could really become a bumpy landing.
China's benchmark equity index has fallen to its lowest level for three and a half years, as investors continue to fret over the impact of the global slowdown.
Guy Monson, CIO & managing partner at Sarasin & Partners, looks beyond the eurozone and identifies the other key themes that will affect investment decisions over the next six months.