USA + INDIA > REST OF WORLD

We have compiled relative performance of equity markets by country/region. And a simple glance makes something evident:

  • YTD, only 2 regions have seen pronounced outperformance
  • India and USA
  • possibly Canada too (to a lesser extent)

There is not a common thread to explain why both the USA and India have outperformed.

Mark Mobius, a well known emerging markets investor, believes India is about to see “takeoff stage” and as he alludes to in this interview, he sees India similar to Ch...

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