China

Following a 70% rally from the lows of March, Asian equities' outperformance gap versus the rest of the world has widened even further, resulting in 31% outperformance for the first seven months of the year.

It has, on the whole, been a positive time for markets, and enthusiastic investors have been rewarded accordingly.

Since March this year the Asia Pacific markets have rallied strongly, as investors anticipated that loose monetary policy and government stimulus packages would be enough to trigger a recovery.

Diverse sector at the forefront of downturn over past year, with just eight funds producing positive returns to investors

Investors are continuing to look East for current equity opportunities, with a number of Asia-focused funds among the top sellers on Fidelity FundsNetwork in July.

We believe there is a strong strategic case for choosing to invest in commodities. Over the next 15-20 years, we expect demand for the world's natural resources to grow at a rapid pace.

Sentiment and certain macroeconomic data have recently improved and the risk of a prolonged global recession has eased.

Global equities soared over the second quarter. Although the gains were broad-based around the world, emerging markets, and in particular Asia, outperformed developed markets as investors realised that their fundamentals remained strong throughout the...

The rally in industrial metal prices could stall in coming months as demand from China dwindles, Standard Life Investments warns.

Merrill Lynch strategist Bill O'Neill remains positive on the outlook for China, but believes other emerging markets offer better value than the remaining BRIC countries.