China

ON EMs

First State Asia Pacific Leaders manager Angus Tulloch has warned investors political stability in China is "increasingly fragile" in the aftermath of the Bo Xilai scandal.

Our most read stories of the week featured a look at how sterling's rise is affecting the UK, the FSA's latest action over Arch cru, and Hugh Hendry and Albert Edwards warning on two imminent crises.

Brewin Dolphin's John Newlands explains why investors should stick with veteran managers even when new and exciting opportunities enter the market.

Leading UK think-tank NIESR has warned rising unemployment, which could hit 9% by the end of the year, will do permanent damage to the UK's productive capacity.

ONE TO WATCH

ASIA

Australia is offering better opportunities than Asia for income investors, according to Jason Pidcock, manager of the £1.8bn Newton Asian Income fund.

Despite its roots across the Atlantic, Franklin Templeton is best known in the UK as an emerging markets specialist and, since its acquisition of Rensburg, for its UK equity capabilities.

US