India best structural story in 10-year view in Asian EMs: Chris Wood

“My relative return is marginally overweight China and India. But in my long term absolute return portfolio, I have about 20 stocks which are still dominantly India because that is long term. The more short-term you are, the more you should want to be underweight in India. The more long term you are, stay structurally overweight. It all depends on your time horizon.”

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