'Wobbling risk appetite'
Over the past few weeks, global equity investors have been in the teeth of the US earnings season.
"Forget the economic conditions and politics. Focus on who is running the companies that you have in your portfolio and what they can do over the next five years."
'Increased level of fear and uncertainty'
The UK's importance as a world-leading centre for asset management continues to grow.
Sunil Asnani, portfolio manager at Matthews Asia, gives his views on the most exciting investment opportunities in India and what lies ahead for the country in H2 2018.