GDP

The results of last December's stress tests have prompted Threadneedle's Cormac Weldon to move to an overweight in financials as he calls the end of the banking crisis.

TURKEY

COMMODITIES

Worse than expected UK trade deficit data for February suggests net trade will have been a drag on GDP growth in the first quarter, according to Capital Economics.

ON UK GROWTH

First State Investments Asia Pacific star Angus Tulloch has warned China will undershoot current GDP forecasts this year, as its domestic economy fails to take up the slack left by waning oversaes demand.

EMs

Economists have suggested scrapping bank holidays in the UK in order to boost the country's sturggling economy by as much as £19bn a year.

The UK has just managed to avoid a technical recession, according to the National Institute of Economic and Social Research (NIESR), but output is unlikely to reach 2008 peak levels again until 2014.

As data from China shows growth is already slowing, managers assess the government's response and the implications for investors.