China

Anthony Bolton's Fidelity China Special Situations trust has issued a further 11 million shares, primarily to assist trackers wishing to buy the vehicle following its admission to the FTSE 250.

Newton Real Return manager Iain Stewart talks to Asset TV's Mark Colegate about large caps and hedges to protect the portfolio

Allianz RCM's global emerging markets team is moving to an overweight position in Chinese property, believing the sector is poised for a rebound.

The head of Barings' Asia Multi Asset Group, Khiem Do, believes ongoing concern over a Chinese property bubble has created good value in the sector.

Gartmore's John Stewart has turned to defensive stocks and opened up short positions in cyclical sectors within the Japan Absolute Return fund following the market's poor performance.

FUND MANAGER FOCUS

EMERGING MARKETS

CULTURE

ASIA

The possibility of China stepping up its policy tightening programme has increased after the country reported a 48.5% rise in exports and close to record growth in property prices.