“Chindia”: A Misleading Portfolio Concept
Aggregated Source: China Stocks News and Analysis from Seeking AlphaChina and India are two tremendously important countries to the future of the world economy. They are both growing rapidly, accounting for about 1/3 of the world’s population. Their evolving business enterprises and resource consumption patterns are disruptive to the world business order. They are displacing developed countries in terms of GDP ranking.
However, China and India are not a unit and thinking about them as
“CHINDIA” is probably not a good portfolio management idea.
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