Maple-Brown Abbott: India vs China on a risk-reward basis


By Will Main, MBA’s PM for Asia and Emerging Markets

  • ‘Fundamentally and geopolitically, India is currently in a relatively strong position. But Indian equities look fully priced with little room for disappointment.
  • Meanwhile in China, much of the disappointment with the tepid post-pandemic recovery is reflected in equity valuations.
  • On a risk-reward basis China looks enticing and we continue to identify opportunities using our long-term, contrarian approach.’

More here: