China

JOHIM's Asia manager has refuted claims China's inflation rate is out of control and said any volatility resulting from these fears should be treated as a buying opportunity.

Some of the biggest Chinese investors in the investment trust universe have clashed over whether the country is in bubble territory.

Major Chinese cities are trapped in a property bubble after sales transactions soared 60% over the past 18 months, says Gartmore's Charlie Awdry.

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.