India versus China: Devil's advocate on the biggest choice in EM

  • Consensus loves India, hates China: reflected in performance, funds flows, valuation

  • Biggest decision in EM equities: India 17% and China-HK 23% of MSCI index

  • Playing devil's advocate: what could go wrong in India and right in China?
February 12th, 2024
Subscribe to read this report

You can read this report by subscribing to a Starter or Pro plan today.

Already have an account? Log in


Tellimer is not authorised or regulated by any financial services regulator (including the Prudential Regulation Authority and the Financial Conduct Authority in the UK). Tellimer is a news and information service within the meaning of Article 54 of the Financial Services and Markets Act 2000 (Regulated Activities Order) 2001. The contents of this report are provided for information only and should not be regarded as invitation or inducement to engage in investment activity of any kind. Nothing in this article shall be construed as the giving of investment, tax legal or other advice by Tellimer or any other person.

As a User of the Tellimer Platform your Personal Data may be accessed by the Content Provider that Data for direct marketing. See Privacy Statement for more information.