China

Manager urges investors not to focus on short-term performance as trust returns 81% over year to 31 March in contrast to last year's declines

SMALL CAPS

Old Mutual's Philip Hunter has reduced exposure to China as smaller countries in Asia experience a pick-up in economic growth.

Batterymarch's Claudio Brocado says investors can participate in the booming Chinese economy by investing in other developing markets

Santander's Hak Salih has been increasing his fund's exposure to defensive stocks, believing the UK economy will remain volatile for a number of years.

Warren Buffett plans to visit Japan and India next year and believes Berkshire Hathaway could make a significant acquisition in the countries.

ASIA

With many investors looking East to avoid the risks of Western markets, groups are rolling out a raft of new China-focused funds.

CHIEF EXECUTIVE INTERVIEW

WATER