China

THE ALCHEMIST

Felix Wintle has made some strong sector shifts in his Neptune US Opportunities fund over the past two weeks, after admitting he has been too bearish on the American economy.

Henderson SRI manager says expectations of Copenhagen summit were unrealistic

COLLINGS' CORNER

Anthony Bolton has taken out a £65m gearing facility on his Fidelity China Special Situations trust as the manager wastes no time in accessing the region's equity markets.

A lack of timely and equitable release of corporate information in emerging markets has prompted James Thomson to veto trades on exchanges in India, China and Russia.

China-focused funds keep on coming with some advocating an IMA China sector

Outperforming their large-cap brethren, Japan's smaller companies have driven a sector gain of 42.6% over one year with value still to be found

For investors who regard China as a bubble fit to burst, yesterday's debut of stock index futures was a long time coming.

Jupiter's Philip Matthews is buying into domestically-focused UK companies on the belief they offer better relative value than many stocks geared to the emerging world.