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.
Retail and autos particularly affected
Chinese labour no longer as cheap as elsewhere
Despite the uncertainty on the political front and the macroeconomic unknowns, the biotech sector's fundamentals have remained solid.
The US retail sector is struggling. This may seem strange, given the US economy is strengthening and consumer confidence is rising.
Many investors have come to rely on asset allocations modelled on the old economic order: decades of globalisation, falling inflation, slowing economic growth and declining interest rates.
Withdrawal of QE could cause 'considerable fallout'