- “Tactically, there is definitely a good case to reduce India and add to China but structurally, I still remain firmly of the view that India is the best story in a 10-year view in Asian emerging market equities,” says Chris Wood, Global Head of Equity Strategy, Jefferies
- “My relative return is marginally overweight China and India. But in my long term absolute return portfolio, I have about 20 stocks which are still dominantly India because that is long term. The more short-term you are, the more you should want to be underweight in India. The more long term you are, stay structurally overweight. It all depends on your time horizon.” READ MORE
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