Jim O'Neill, the chairman of Goldman Sachs Asset Management, is eyeing China and Russia as the most attractive BRIC countries while shunning "expensive" India.
It has been fashionable for many months to claim China and the emerging market countries have outgrown their strength.
F&C Thames River's Kristof Bulkai is set to implement a number of short positions in China when his GEM Absolute Return fund launches on 22 June.
Veteran investor Jim Rogers has warned the US is nearing a financial crisis which will be worse than 2008, unless the government initiates draconian cuts.
Defensive companies have been out of favour for a long time but now a series of factors could push them back into the spotlight, writes Richard Jeffrey, chief investment officer, Cazenove Capital.
AllianceBernstein has launched a renminbi fixed income fund for Hayden Briscoe, aiming to capture high yields from Asian bonds.
Inflation is creeping into smaller Asian markets but don't dismiss the region writes Maria Merricks.
Debt is a funny thing for markets. Have too little of it, and spirits sag. Share prices perform badly and investors worry there will be insufficient growth.