The Ratings Radar Show: should you invest in China or India?
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The Ratings Radar Show: should you invest in China or India?
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China has done its best to put off investors this year while India has continued to open up rapidly. It sounds like an easy choice but – spoiler alert – it isn’t.
In this week’s Citywire Ratings Radar show, Frank Talbot takes a close look at where the money is going. Surprisingly, flows into China continue to be strong with investors cannily buying the dips.
The Indian market has had an amazingly strong year, so the question there is whether it will rise further or if it’s time to take some profits.
On top of that, India’s economic reforms aren’t going down all that well at home and the pandemic showed the huge fragility of the country’s infrastructure.
Richard Lander, Nisha Long and Angus Foote join in the discussion with producer Alan Walsh provides overseeing it all. Now take a listen!