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| China factory data bolster economy hopes |
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| After a two-day holiday, China's markets caught up with the rest of the region on Monday in reacting positively to the US Fed's delay on tapering |
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| Relief to be temporary for EM investors |
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| Liquidity in emerging markets has disguised the extent of leverage in Asia and obscured the fact that underlying fundamentals are more sobering than the return of optimism warrants |
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| Glencore among fallers as UK stocks dip |
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| The dip is being led by miners, which remain under pressure even after strong manufacturing data from China, the main market for the sector's metals |