China

Equity markets around the world have continued to rally, fuelled by liquidity and some signs of improving economic data.

At a recent Schroders conference, it became clear to me that both clients and fellow investors were drawing the conclusion that my team reached some time ago: all roads now lead to emerging markets.

China has the potential to be the world's next asset bubble, PSigma Investment Management suggests.

Graham French, manager of M&G Global Basics, believes good fund management does not just come down to mathematical equations, black boxes and computers. Julian Marr, editorial director of marketing-hub.co.uk, explains

Global economies are showing tentative signs of improvement, but not sufficient yet to encourage policymakers to materially alter their highly accommodative monetary and fiscal initiatives.

China's Q3 GDP figures released on Thursday show the country's economy is on a sustainable path, says J.P. Morgan Asset Management's Geoff Lewis, who believes wide scale fiscal tightening is still far off.

China has caught a lot of investors by surprise over the past 12 months.

China is often viewed, perhaps justifiably, as an environmentally degraded smog-filled country.

The Chinese market has yet to become overvalued, says Singapore-based Henderson Horizon China fund manager Andrew Mattock

The new energy sector continues to benefit from government-mandated growth targets which aim to combat climate change and promote energy security.