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
  18%
 
Overweight US
  34%
 
Underweight EMs
  10%
 
Raise cash levels
  26%
 
No change
  12%
TOTAL VOTES: 77
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November 2016 Magazine
AsianInvestor Magazine