China

The Chinese equity market could rise 20% in the coming months as the government once again moves to support the economy, said Capital Economics' China specialist Mark Williams.

Jupiter CIO John Chatfeild-Roberts and his Merlin multi-manager team have said clear warning signs are beginning to emerge on Chinese growth prospects as well as the outlook for natural resources.

The FTSE 100 was 1.3% lower this morning after slowing Chinese GDP data and a Moody's warning over France's AAA-rating weighed on sentiment.

Chinese GDP has risen by 9.1% in the third quarter, its lowest quarterly figure for two years.

Peter Meany, manager of the First State Global Listed Infrastructure fund, reveals the positive drivers for the sector in the months ahead.

ON SPECIALIST MARKETS

Ardevora co-founder and fund manager anticipates peaking inflation and looser lending rules will unleash new economic growth phase in China.

CHINA HARD LANDING

Joanna Faith reports on the two overarching trends that make the agribusiness sector an attractive play.

Henderson's Charlie Awdry expects Chinese inflation to cool in Q4 and fall towards 5%, allowing the authorities flexibility to ease monetary policy and boost shares.