fund manager views

Housebuilders and retailers

Accounts for 24% of our energy needs

Central bank action has reduced volatility

Seen record inflows

Amid the attention focused on the recent downgrade of China, it is easy to forget that Indonesia was upgraded the week beforehand, when Standard & Poor's became the third and last of the major agencies to rate the country as investment grade (BBB-).

Despite having an economy that continues to outpace that of many other countries, China's growth has slowed in recent years, raising concerns over the broader implications for investments.

More domestically-focused

Retail and autos particularly affected

Chinese labour no longer as cheap as elsewhere

Humans versus machines