China

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.

China's tightened monetary policy appears to be having the desired effect on inflation as figures for last month showed CPI dipped to 6.1% in September.

Barings' head of Asian equities Colin Ng is rotating his portfolio away from industrials and petro-chemical stocks that took a hit in the summer sell-off, and has been adding to banks.

Adair Turner has spent more than £66,000 in the past 15 months flying around the world as FSA chairman - largely because he never flys any lower than business class.