Chinese valuations are roughly half of India’s, but Chinese earnings growth is also significantly lower. The China trade is more tactical and opportunistic.
Investor attention is returning to India’s infrastructure sector as order flows increase. Analysts expect this trend to continue into next year. The EMS sector is
Despite U.S. rate cuts, IT sector growth remains subdued due to AI disruption, with midcap services firms offering better prospects. Aviation faces near-term pain from
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