Despite China’s well-flagged woes, Jorry Nøddekær, Lead Fund Manager of the Polar Capital Emerging Market Stars Fund, thinks the worst is behind and that fundamentals are improving. Watch as he discusses China's central bank's strategy of stability, its broader implications and the resultant portfolio positioning.

Despite this improving picture the Fund is still significantly underweight China. Jorry attributes this to ongoing economic structural issues, and the greater performance of other emerging markets including India, Mexico, and Brazil, which have all benefitted from China’s downturn and offer attractive investment opportunities.