India vs China 2026: The Great Decoupling of Emerging Market Giants
Structural not cyclical: The India-China divergence is driven by demographics and governance, not business cycles.Portfolio rebalancing is self-reinforcing: EM fund weights converging to 22% China, 20% India from 38%/8% in 2020.China contrarian play is risky: CSI 300 at 11x looks cheap, but structural capital
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