China

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.

Bryan Collings increased exposure to Russia, Brazil and Indonesia in Hexam Global Emerging Markets during August, while retaining an overweight to China.

Veritas Asset Management is launching a long/short China fund at the start of October.

Despite a short-term correction in Chinese A Shares, the medium- and longer-term outlook is robust.

Neptune UK Equity manager combines 15-year stockpicking experience with group's top-down process to achieve consistent outperformance

With one person every four minutes declared bankrupt and one in 33 workers estimated to be unemployed by the year end, companies are shifting strategies towards debt minimisation

Neptune's Felix Wintle anticipates a Q4 US rally despite the market having moved up 50% since March.