Markets

Investors Are Unwinding the ‘Buy India, Sell China’ Stocks Trade

  • Lazard, Manulife have been paring India to fund China exposure
  • Nascent recovery shows improving risk-reward of Chinese stocks
WATCH: Mark Mobius, Chairman of Mobius Emerging Opportunities Fund talks about why he is bullish on India.Source: Bloomberg
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A popular equities strategy to “buy India, sell China” has reached an inflection point for some investors.

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