First State Investments

FUND MANAGER FOCUS

CHINA

First State's Susie Rippingall believes Hong Kong could experience an economic boom if interest rates remain low in the US.

First State's Asia Pacific and global emerging markets team, led by Angus Tulloch, says the China consumer demand story has been "flogged to death."

ON SPECIALIST MARKETS

Blue-chip stocks listed in the developed world could soon become a strategic part of emerging market portfolios, according to managers.

First State manager believes understanding assets is vital to performance in resources

First State has overhauled the £142m Pacific Assets Trust it recently took over from F&C, selling all but five of the existing stocks.

THE BIG QUESTION

First State's Asia Pacific and global emerging markets team has raised concerns that loose monetary policy in OECD countries is threatening developing nations.