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In 2023, global growth will be driven by Asia, mainly by China and India. While China is already a major economic powerhouse, India is on the rise. “Singly, either one of these dominant markets offers a range of investment opportunities but together their complementary strengths reveal a deeper and wider pool of stock choices,” says Yuan Yiu Tsai, Portfolio Manager at Eastspring Investments.
In a recent insight, the asset manager points to the unique strength of both countries and why investors can gain more by investing in both markets. By investing in both markets, investors can pick out the best ideas across a diversified range of sectors.
“The consumer discretionary sector has the highest weight in the MSCI China index while the financial sector is the largest in the MSCI India index,” Tsai gives as example.
Read more at eastspring.com/lu.
