China

ON EUROPE

As data from China shows growth is already slowing, managers assess the government's response and the implications for investors.

OIL

GOSLING'S GROUSE

PHYSICAL ETFs

WEST TO EAST

SPECIAL REPORT

GOME Electrical Appliances, one of the top holdings in Anthony Bolton's Fidelity China Special Situations fund as of last month, saw its share price fall 21% overnight after full-year earnings disappointed.

Miners are set to rally ‘strongly' in the second half of 2012, according to Barings' Clive Burstow, as Chinese growth will surprise and beat its annual growth target, boosting investor confidence.

Hugh Young is steering clear of opportunities in frontier markets over fears of a repeat of the collapse seen in Vietnam in 2009.