The story of Chinese economic growth has been forcing itself to the front of investors' minds with seemingly inexorable momentum throughout this decade. The fact that Anthony Bolton, probably the UK's most highly regarded fund manager, is coming out of retirement to manage money there has raised the excitement around China to an entirely new level, and investors will soon follow.

Fidelity International, Bolton's employer, said Bolton would return to managing money early next year, two years after he stopped running the Fidelity Special Situations fund, which beat its benchmark by six percentage points a year over the 28 years he was running it.