China

Jeffrey Lum has almost doubled technology exposure in the Marlborough Far East Growth fund over the first quarter of the year.

Investment advisers have hailed the announcement Anthony Bolton's Fidelity China Special Situations fund had raised £460m from its initial public offering as "a bloody good result".

ON EUROPE

China could prove to be the investment opportunity of a lifetime over the longer term, Skandia Investment Group (SIG) CIO James Millard believes.

Anthony Bolton's Fidelity China Special Situations trust has raised £460m in one of the UK market's most successful fund listings for 20 years.

Optimism on the economic recovery led by US retail data from March led most Asian stocks to gain slightly on Friday.

New data on US consumer credit from the Federal Reserve revealed a downturn in February and added to the downward pressure on the Asian stock markets on Thursday.

Aberdeen's Adam McCabe believes China will allow the renminbi to appreciate in a bid to support domestic demand.

The panel discusses the recession vs recovery debate and how the developed world and emerging markets are affected by the crisis

HSBC Asset Management's Richard Wong believes China's property, banking and utilities sectors will face mounting pressure from the Government this year.