Wondering what to write about for this column, I made a list of the week's news and events that could be of interest. It was quite a long one, what with the publication of the Walker Review and of findings from the investment consultation by the Personal Accounts Delivery Authority, dislocation in Dubai, and developments on the proposed European regulations for alternative investment funds.

But possibly the most significant item was the intriguing revelation that Anthony Bolton is to return to managing money, but is moving to Hong Kong to focus on China.

Mr Bolton, who stepped down as manager of Fidelity International's Special Situations fund in December 2007 after 28 years, is so excited by the investment opportunities in China he has torn up his retirement plans to return to the fray.