China

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.

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.