India Market ticked over 20k this year and many would say it was acutally a consensus trade.
Geopolitical crisis in recent years has caused havoc. But india seems to have tackled all this heads on.
Flows towards india has been highest in 4 Years Vs Key Emerging Markets. This flow is important variable for india market’s success. But domestic investors have shows strength too.
China on the other hand has faced the brunt of geopolitical pressures and that exact pressure has trickled down domestically too. And i purpose of creating this Valuepickr thread is more towards gaining knowledge and jotting down issues pertaining to China. And just try and figure out the narrative “Is china investable?”. And i would hope to look beyond the consensus narrative.
Let me try and explain the narrative a bit.
1 Year comparison on one of the MF vs the Nifty benchmark
5 Year comparison on one of the MF vs the Nifty benchmark
Comparisons are all good but what are real drivers. Speaking of drivers checking on how china drives to work or in general. I have start with the trouble maker in the pack when it comes to EV. Yes “Chargin infrastructure” China seems to have aced here.
China’s Growing EV charging Network
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