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Asia Pacific | China
Equity Strategy (Citi)
Corporate Securities Strategy
8 October 2010 60 pages
China & India Equity Strategy Equity
Two Plays, One Portfolio
Two to tango — China and India seem to be increasingly clubbed as global swing
factors. In the long term, China will have to rely on increased consumerism, Minggao Shen
Head of China Research
whereas India will have to boost infrastructure and manufacturing. Managing
+852-2501-2485
growth and further improvements in government machinery are key to the ultimate
minggao.shen@
success of the two emerging giants.
Aditya Narain, CFA
Near term, China and India are two different economies — First, China depends Head of India Research
more on global consumption, whereas India is more sensitive to global capital. +91-22-6631-9879
Second, a strong government in China results in stable growth but volatile aditya.narain@
mar
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