India versus China
January 21, 2010
As readers know, one of our favoured mantras is "It's not about being right–it's about making money."
We feel investors are too besotted over China versus the prospects of other emerging nations, such as India, which in the next 15 years will overtake China in population. English is India's national language, and democracy is intertwined with their political process.
The chart below shows the relative performance between India (IIF) and China (FXI). It shows that India is base building to head higher, and, in fact, it has strongly outperformed China from the March 2009 lows.
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