In the world of global investing, politics and economics often go hand in hand. Among the most influential relationships in Asia is the one between India and China —two of the fastest-growing economies and key players in the global supply chain. Recently, as the United States tightened tariffs on Chinese goods, Beijing has shown signs of engaging more actively with neighboring economies, including India. If India–China relations improve under this changing global scenario, there could be significant implications for investors. In our effort to explore How US Tariffs Shape Opportunities for Indian Mutual Fund Investors , Let’s now explore how a thaw in relations could reshape opportunities for Indian sectors and what it means for your mutual fund portfolio. India–China: From Rivalry to Pragmatic Cooperation The India–China relationship has historically been marked by both rivalry and cooperation. While border tensions and geopolitical differences remain, both nations also recogniz...
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