China

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.

Anthony Bolton's Fidelity China Special Situations investment trust will join the FTSE 250 index on 18 June.

CONSUMER TRENDS

TECHNOLOGY