David Fuller's view Note: to see the presentation on a readable scale, click on the four arrows in the lower right-hand corner.

The debate will rage on but I have long felt that many people, particularly in the west, have a visceral fear of China because it really is changing the global order.

Personally, I want to have some not insignificant investments in the world's fastest growing economies. I expect it to be a bumpy ride and the time to buy them is when they are down. It is also a good idea to lighten positions when their stock markets soar.

(See also yesterday's comments on China.)