China

ON ASIA

ON ASSET ALLOCATION

Tom Walker, manager of the Martin Currie Portfolio Investment Trust, discusses how the tragedy in Japan demonstrates just how small the world has become.

ASIA'S TASTE FOR WINE

Hedge fund house RAB Capital is set to launch two UCITS III funds focusing on the commodities sector.

North's John Husselbee has shifted exposure across his multi-manager growth portfolios, adding 6% to risk assets and cutting back defensive positions.

Vincent Lagger, fund manager at Swiss & Global Asset Management, examines Indonesia's role in Asia's ongoing growth story.

GSAM chairman Jim O'Neill calls for UK rate rise but expects oil price shock to be temporary

ON ASIA

Violet McDonald of Standard Life Investments says understanding the imbalances in China will enable investors to take advantage of value in the country's real estate market.