05-12-2021, 02:21 PM
https://www.cnbc.com/2021/12/03/investin...m-bet.html
For investors looking at Asia ex-Japan, China is a better short-term bet than India, according to Christopher Wood, global head of equity strategy at Jefferies.
“Structurally, I am very bullish on India,” he said, but China will be less vulnerable than India to the U.S. Federal Reserve’s policy tightening moves.
Wood recommends investors should own Chinese stocks but hedge that investment by also owning Chinese government bonds.
For investors looking at Asia ex-Japan, China is a better short-term bet than India, according to Christopher Wood, global head of equity strategy at Jefferies.
“Structurally, I am very bullish on India,” he said, but China will be less vulnerable than India to the U.S. Federal Reserve’s policy tightening moves.
Wood recommends investors should own Chinese stocks but hedge that investment by also owning Chinese government bonds.