China

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

Fidelity's Anthony Bolton has said he remains a world equity market bull despite a global situation that resembles "a big game of poker".

Schroders head of Asia ex-Japan equities, Robin Parbrook, said returns from China have been 'miserable' for the last two decades, and warned the country still faces major challenges.

Noel O'Halloran, head of the team that manages the Insynergy New World Equity Income fund, is anticipating interest rate cuts in major emerging markets as the economic cycle begins to turn.

First State is set to launch its first bond fund in the UK following the hire of Helene Williamson last month.