Fidelity's Anthony Bolton is expecting a slowdown in inflation to boost equity markets in China next year, following a sell-off which has hurt performance in 2011.
Today the People's Bank of China (PBC) has slashed reserve requirements for all banks by 50 basis points from December 5.
IMF urges China to bring state-owned banking sector into line with international practices
As the asset class recovers its ‘safe haven' status, Neil Gregson, co-manager of the JPM Natural Resources fund, examines what the future holds for gold.
It would make a change to write about something other than Europe, but with the world looking on at this dysfunctional continent, epitomised by having a German Pope and an Italian central banker, that is much easier said than done.