The stocks Magellan’s Douglass backs for China exposure Magellan fund manager Hamish Douglass has increased his allocation to China from 14% a year ago to 25%, via exposure to six stocks. For more.

Which supermarket is winning the retail war? As Australians stockpile groceries and supplies in the event of being quarantined, which of the two leading supermarkets are winning the war? For more.

How much further can the ASX 200 fall? The Australian stockmarket will have “quite a bit further to fall” before it rebounds again, with March economic numbers expected to be “terrible” as a result of the coronavirus, according to SG Hiscock. For more.

Avoiding China? Alternative Asian markets for EM exposure Countries such as Vietnam, Indonesia and Taiwan present attractive opportunities for investors seeking exposure to Asian emerging markets away from China. For more.

Merlon performance dented by coronavirus Merlon Capital Partners has become the latest firm to warn on its fund performance in light of coronavirus. For more.

State Street retains struggling IT position The State Street Global Equity fund has reiterated its position on avoiding global IT companies, despite the position being the ‘single biggest detractor’ to performance over the last year. For more.