China

Fidelity manager sees opportunities within Chinese retail sector after correction.

ON EMERGING MARKETS

Asian markets as a whole will not begin to outperform until the European debt crisis is resolved, but consumer stocks in China will serve investors well, according to JO Hambro Capital Management's Paul Wimborne.

Fidelity's China Consumer fund manager Raymond Ma is set to move less defensive as valuations look more attractive after the September sell-off.

Fidelity manager fears company profits inflated by land sales, not rising revenues

Mark Kopinski, chief investment officer, global and non-US equity at American Century Investments, looks at the guidelines set out in China's new Five-Year Plan and what they mean for investors.

Robin Batchelor, fund manager of BlackRock's New Energy Investment Trust, looks at how countries have reassessed their energy plans since the Japan earthquake.

Speaking at a press briefing in Hong Kong last week, two leading Asia-based economists gave opposing views on the future of the Chinese economy, equity market and property sector.

ON SPECIALIST MARKETS

ON ASSET ALLOCATION