At the same time, Matthews emphasised that China’s rise does not come at India’s expense. (Photo source: NDTV Profit) Show Quick Read Summary is AI Generated. Newsroom Reviewed

Mark Matthews, Head of Research Asia at Julius Baer, believes investors should see China and India as two very different markets each driven by its own set of fundamentals and opportunities. According to him, both markets can continue to grow in a parallel manner.

While China has recently seen a revival in its stock market, Matthews says this resurgence is largely government-engineered, whereas India’s current underperformance has more to do with foreign investor movements than economic weakness.

According to Matthews, foreign institutional investors (FIIs) have been selling Indian equities, not because they

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