Analysis

Schroders' Rosemary Banyard asks if the continued outperformance of UK mid caps over their large-cap peers is due to structural or cyclical factors

Jonathan Waghorn, co-manager of the Guinness Global Energy fund, explains why a supply/demand convergence is on the horizon.

India's equity markets have suffered in recent months as Prime Minister Modi's reformist agenda continues to hit political roadblocks, but could upcoming state elections lead to a breakthrough?

Henderson's Ben Lofthouse lifts the lid on the team's favourite plays.

Hedi Ben Mlouka, CEO of Dubai-based Duet MENA, explores the prospects for Vietnam and Pakistan - two countries which are "very much the architects of their own fortunes".

Cary Yeung, head of greater China debt at Pictet Asset Management, analyses what the recent turmoil in Chinese markets means for the onshore bond sector

Ooi Boon Peng, chief investment officer, fixed income at Eastspring Investments, looks at how last month's devaluation of the renminbi is spilling over into other Asian bond markets

Jason Hsu, co-founder of Research Affiliates, explores how investors can determine the most important performance and risk factors when putting together a portfolio, and ensure they have the most significance

Nick Price, portfolio manager of the Fidelity Japanese Values trust, explores the key changes being made by Japanese corporates.

Is China downturn a social crisis caused by naive investors?