Emerging markets guru Mark Mobius is becoming increasingly bullish on China, seeing it as best placed to lead Asia out of the recession.
Asia has the highest growth potential of all the global regions despite the its recent massive market correction, according to Standard and Poor's.
M&G is rolling out a Global Emerging Markets Equity fund with a focus on valuation over economic growth.
Barings has confirmed that it will part company with Japanese equity manager Joji Maki as part of a continuing process of relocating all of its developed markets equity team to London.
Advisers are shunning Japanese equities in favour of corporate bond funds despite Japanese smaller companies returning over 11% last month.
Advisers are making the decision to move client funds out of beleaguered New Star Asset Management, with one platform noting a ten-fold increase in transfers away from the company's funds so far this month.
New Star has suspended dealing in its £29m Heart of Africa fund following an increase in investor redemptions.
New Star has suspended dealing in its £29m Heart of Africa fund following an increase in investor redemptions.
A US market recovery will not occur until "well beyond 2009", though when it does happen it will be mega cap stocks that lead the way, according managers at SWIP.
While recent market events have shown the decoupling theory to be a myth, Victoria Hartley finds e...