Switch to India from China, says BNP Paribas

Valuations, investment cycles, and external funding are among the reasons BNP Paribas is recommending investors increase their exposure to India at the expense of China.


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How will you alter your portfolio after the US election result?





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Underweight US
  17%
 
Overweight US
  42%
 
Underweight EMs
  6%
 
Raise cash levels
  20%
 
No change
  15%
TOTAL VOTES: 144
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December 2016/January 2017 Magazine
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