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.

The International Monetary Fund (IMF) has cut Asia's growth forecast for this year and next, and said it fears Europe's debt crisis may trigger a sell-off in Asian assets.

JO Hambro Capital Management's new Asian fund manager has said high profile fund managers caught out by accountancy fraud by some of China's smaller companies were not to blame as the problems can be so difficult to spot.

The US Senate has voted through a bill which aims to punish China for keeping its currency artificially undervalued.

The number of shares out on loan in September has risen by the highest level in five years as investors reacted to market falls by taking more negative bets.