China

SMALL CAPS

More than a year on from the devastating Tohoku earthquake which struck Japan, investors are continuing to eye Japanese equity funds with caution.

BlackRock's Will Landers on the prospects for a rapidly growing market spurred by commodity demand.

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