I expect the Asian region including China to continue serving the role of growth engine for the world economy. For China’s market, there’s a possibility of a correction, but the long-term outlook is still bright…

Despite the fact that markets have risen well off their lows, I think we’re in a bull market I expect to go on. It’s a multiyear bull market. I don’t think it’s over yet.

The relative growth being seen in some emerging markets is going to look particularly attractive against the low growth in the West. I particularly like emerging markets that can be driven very much by domestic demand, by the internal dynamics of their economy.

—Anthony Bolton: via Bloomberg