China

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.

Fidelity South East Asia manager Allan Liu shares his thoughts on Asian markets rebounding strongly in 2009

As we enter Q4 it has been a remarkable period for investment markets, demonstrating how human behaviour more than anything is the main driving force for asset prices rather than true fundamentals.

The rising price of gold simply reaffirms investor scepticism about an apparent economic recovery and places the US dollar's position as the world's leading reserve currency further in doubt, F&C's Ted Scott says.

BlackRock's Catherine Raw says commodities will continue their bull run and remain an attractive investment at relatively cheap valuations.