These sectors and stocks are likely to benefit from the demographic shift that is seeing India surpass China in terms of population. Read on.
While it’s not necessarily a binary choice, investors are increasingly comparing the two giant Asian markets as they decide where to place bets. Read on to see which sectors and stocks are likely to benefit from the demographic shift. Interviews were conducted in June and have been edited for clarity and length.Over the long term, India’s macro factors are more favourable because of demographics, as well as specific companies’ growth prospects.
China was all about exports, infrastructure and real estate. Going forward, it will focus more on domestic consumption as the next growth driver. We certainly believe there is a lot of pent-up savings and demand. Emerging-markets and Asia Pacific equities portfolio manager, JPMorgan Asset Management, Hong Kong
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