China

For quite some time, India has languished as the poor relation to China in the minds of UK investors.

Despite equalling the record for the number of successive days of gains on UK and US equity markets, it is worth noting that neither has made much ground since the turn of the year.

In difficult market conditions, many investors turn to gold as psychologically it is perceived as ‘safe'.

What started as a valuation-driven rebound following the excessive de-rating of Asian equities in late 2008 has generated additional momentum on the back of more compelling evidence of an economic turnaround.

Manager's wealth of EM experience has put £104m Jupiter China ahead of its peers

Commodities investors should be wary of a sharp price fall on a sudden drop in demand from China, Capital Economics warns.

Invesco Perpetual's Samantha Ho is ready to take profits on holdings in her Hong Kong & China fund in the coming months, expecting the region to see some short-term volatility.

From where we sit at the half-way point of the year, it seems that to advocate an argument on whether the market is bullish or bearish is as finely balanced as it has been for a long time.

It has been a challenging year for investors in global mining and energy markets.

The market lows of early March were followed by a swift turnaround in risk appetite, fuelling a sharp rally in equity and credit markets in April and May, ahead of some profit taking in June.