Hedge funds have been piling into Chinese equities at the fastest pace in months as bullishness on the DeepSeek-driven technology rally adds to hopes for more economic stimulus. In contrast, India is suffering a record exodus of cash on concerns over waning macro growth, slowing corporate earnings and expensive stock valuations.
China’s onshore and offshore equity markets have added more than $1.3 trillion in total value in just the past month amid such reallocations, while India’s market has shrunk by more than $720 billion. The MSCI China Index is on track to outperform its Indian counterpart for a third-straight month, the longest such streak in two years.
Imagine being one of those suckers who bought into Indian stocks last year when they were already at the high point. Whoops
And we had jai hinds who were so convinced they already won. Fund managers only care about their returns and they only temporary parked their money in India while they waited for stuff in China to settle down. Much like how you invest in crypto, you don't aim to put your money there for a long time.
