India Closes in on China as Largest Emerging Market
- India is rapidly catching up to China in the MSCI emerging markets index, raising questions for global investors about where to allocate their capital. - Indian stocks have surged, now making up nearly 20% of the index, while China's share has dropped significantly since 2020. - An upcoming MSCI review could see India's weighting surpass 20%, putting it just behind China and ahead of Taiwan. - Investors face a dilemma: invest in India's expensive but high-performing market or China's cheaper stocks amid an economic slowdown. - Domestic investment in Indian equities has been strong, countering foreign outflows and driving up valuations, despite concerns about sustainability. Source: FT
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