China

The Reserve Bank of India (RBI) recently surprised financial markets by raising interest rates by 0.5%, to 7.25%. Not only was the increase double the expectation but the central bank voiced deep concerns about inflationary pressures in India.

Industry experts talk to Joanna Faith about how investors should position their portfolios in light of the commodities sell-off.

HSBC intends to launch three ETFs investing in global real estate, Russian and Chinese equities, alongside plans to further extend its emerging market coverage.

Julian Mayo, co-chief investment officer at Charlemagne Capital (UK), still sees opportunities in emerging markets, despite recent outflows.

British businesses are seeing costs rise far more slowly than the headline inflation rate, signalling that price increases are set to return to the Bank of England's target, according to leading economic analysts.

James Chong, manager of the Martin Currie China fund, explores future investment opportunities in China.

Fidelity's Anthony Bolton has warned China's property sector faces major headwinds in the second half of 2011.

The Chinese economy grew a faster-than-expected 9.7% in Q1 and its inflation rose to the highest level in almost three years despite government attempts to slow surging growth.

iShares has launched two ETFs on NYSE Arca, targeting Chinese shares and income-producing US stocks.