China bought up to €400m of Spanish 10-year bonds last week as Asian investors returned to the peripheral eurozone markets.
Standard Chartered has told clients to prepare for a fall in property prices of up to 30% in large Chinese cities as the delayed effects of monetary tightening begin to bite.
Anthony Bolton's Fidelity China Special Situations trust is now fully invested as the manager expects a resumption of the bull market later in the year.
The Shanghai Composite index slumped to a 15-month low today after data pointed to slowing growth and inflation concerns.
The manager of the £199m M&G Global Emerging Markets fund has taken an underweight stance to China in the view valuations are more attractive in other Asian countries.
Royal London's David Varley says growth in Japan will be largely driven by external factors, notably China's economy, for some time to come.