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China versus India: The Investment Case

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The direction of travel for UK defined benefit (DB) schemes is towards safety. Investment strategies increasingly reflect a desire to get to the ‘end game’ with higher allocation to fixed income as trustees eye possible buy out opportunities with insurers.

Yet this flight to safety is not universal, and there are plenty of investors with an enthusiasm for risk, which includes increasing allocations to emerging market equities.

Two countries that are often central to emerging market strategies are China and India...

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Thursday 13th June 2024

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