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.
Investors in China must look to companies not reliant on cheap labour for their competitive advantage, as this will soon fade, says M&G's Matthew Vaight.
The amount raised by companies from equity capital markets during the first half of the year was the lowest in five years.
China has set the renminbi-dollar exchange rate at its highest level in five years, after announcing it would make its currency more flexible.