China

Fidelity veteran Anthony Bolton discusses the first six months at the helm of his China Special Situations trust and explains why he is loving his return to fund management.

Managers are expecting the Chinese government to continue to raise interest rates and begin to normalise monetary policy as the country looks to control rising inflationary pressures.

BlackRock's Daniel Tubbs has increased the £200m Emerging Market fund's exposure to coal companies in the past three months on the view demand for this will soar this winter.

ON SPECIALIST MARKETS

The mainland Chinese stockmarket suffered its worst decline in about a year on Friday, as talk of further imminent rate hikes spooked investors.

China's inflation rate hit a two-year high in October at 4.4%, driven by an increase in food prices.

Prime Minster David Cameron has warned China it must correct its trade imbalance amid concern the country is deliberately devaluing its currency to boost exports.

China's leading credit rating agency downgraded the US to 'A' following last week's announcement of a second round of quantitative easing.

Anthony Bolton's Fidelity China Special Situations trust is set to issue new shares to investors in the New Year.

ON ASIA