Emerging markets veteran Mark Mobius, with 30% of his portfolio in India, believes the country will outperform China in 2026 due to economic reforms and a sourcing shift. He advises caution and capital preservation, holding 20% cash and using put options for downside protection amidst global uncertainty.
China reportedly drops rules that sparked property crisis, developer shares surge
Chinese property developers are no longer required to report monthly data related to the country’s “three red lines” policy, local media said on Thursday, an