China

BRIC economies could be among the five largest in the world well ahead of 2050, the year originally forecast by Goldman Sachs Asset Management (GSAM).

The BlackRock Natural Resources Team looks at how investors can find value within different commodities at different times.

Fidelity's veteran manager Anthony Bolton has hit back at Aberdeen's head of equities Hugh Young, who says he is struggling to find quality, well-run companies on the Chinese mainland.

Aberdeen's Hugh Young is running a heavy underweight to China as he says bad management is prevalent among mainland Chinese companies.

CONTRARIAN INVESTOR

Inflows into emerging markets could see a short-term pause as investors consider the impact of inflation in China and other macro issues, says Schroders' CIO Alan Brown.

China faces significant problems as inflation and property prices look set to form a bubble, says Hugh Young at Aberdeen Asset Management.

COMMENT

ON SPECIALIST MARKETS

China will take several months to fully reverse the rising inflation trend witnessed in the second half of 2010, says Jupiter's Philip Ehrmann.