China

As creators of credit, banks are in a very privileged position. To create a loan, the equivalent of making a sale for other companies, banks just need to type a number into a computer and hit ‘enter'. This is a licence that frequently gets abused if banks...

ON ASIA

First State is to soft-close Martin Lau's Greater China Growth fund as well as four other emerging markets offerings.

Barings' Agnes Deng is increasing exposure to Chinese banks within the £2.5bn Hong Kong China fund as valuations fall to levels last seen during the banking crisis.

Invesco's chief international economist John Greenwood said Chinese inflation is set to remain in the 4% to 6% range unless the authorities move to tighten policy.

‘Comforting' economic fundamentals and cheap valuations spur Emerging Markets manager to increase China weighting.

Henderson is to close the offshore version of Charlie Awdry's China Opportunities fund following a redemption from a significant shareholder.

Jeremy Thomas is manager of the Allianz RCM UK Growth fund......

Income sector heavyweights return to form after paying the price for anti-cyclical stance.

The Conjecture panel discusses debt, contagion, and the outlook for European markets