China

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.

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.