“Buy China, Sell India?” Investors Shift Focus as China Stimulus Sparks Market Changes

Investors are now considering “Buy China, Sell India” after China's recent big stimulus measures. The CSI300 index jumped 25% in just one week, while India's Sensex fell nearly 1,300 points due to over $1 billion pulled by foreign institutional investors (FIIs). Concerns about high valuations in the Indian market and increased interest in China's recovery have led to this shift. China's policies, like reducing bank reserve ratios and lowering mortgage rates, aim to boost the economy. Analysts believe this trend could last, with FIIs possibly reallocating funds from India to China

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