Global investors pivot from flagging China to India, Vietnam

[Viet]

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China dethroned as top emerging Asian market due to economic, geopolitical risks

Indian Prime Minister Narendra Modi seeks to turn India into a global semiconductor production hub. © AP


YOSHIKAZU IMAHORI and YUKA KAWAKAMI, Nikkei staff writersAugust 1, 2023 03:16 JST

TOKYO -- Global capital flows are pivoting away from China in favor of other emerging Asian markets such as India and Vietnam, as investors seek alternatives with fewer economic and geopolitical risks.

For the first time since 2017, foreign investment inflows into Asian emerging-market stocks excluding China over the past year topped the net buying of mainland China stocks via the Stock Connect program. Those totals were $39 billion and $32 billion, respectively, according to data from Goldman Sachs.

Global investors pivot from flagging China to India, Vietnam

China dethroned as top emerging Asian market due to economic, geopolitical risks

asia.nikkei.com

 

[Kuru]

People slowly realizing that it isn’t worth it to invest in a country where forced Uyghurs labor is taking place with CCP blessings:

 

[etylo]

People slowly realizing that it isn’t worth it to invest in a country where forced Uyghurs labor is taking place with CCP blessings:

Your Indian master BBC=British Bullshit Corporation. A moron like to believe.

The BBC and a Panorama of Lies

John Sweeney’s morass of unethical practices and journalistic dirty tricks rightly should have resulted in his dismissal from the BBC. So how did he hold on to his job? Possibly because his egregious violations of BBC and Ofcom codes are par for the course in a group entrenched in the frenzy of...

www.freedommag.org

 

[Skull and Bones]

India and Vietnam needs to sign a free trade agreement for mutual economic cooperation.

 

[Indos]

https://twitter.com/x/status/1682614409770983424

 

[Mista]

Global capital flows are pivoting away from China in favor of other emerging Asian markets such as India and Vietnam, as investors seek alternatives with fewer economic and geopolitical risks.

Well, thanks to Xi's signature crackdown on the private sector, investors are mentally scarred. The tech industry in China saw ~70% of their market value wiped out. And now they are wondering why market sentiments is weak and youth unemployment is high lol.

 

[Mista]

What I can't imagine is that when many young Chinese are unemployed, the Chinese government, Chinese universities and companies give priority to foreign students from Africa, South Asia , Southeast Asia, Middle East....

How many are there? Thousands? Millions of Chinese youths are unemployed. It's a drop in the ocean.

 

[hari sud]

China had been on downward path for the past three years. Thanks to Xi and its policies of making China a world power that has mislead China down. It’s real estate in shambles; it’s bullet trains are running empty; it’s export factories are short on orders; most of the export industry is pivoting to India and South East Asia and its military build for intimidation has all failed. Its Taiwan capture is a pipe dream. Hence China’s rise is in fact a decline. It is publishing falsified statistics of progress. In fact it is all negative. Hence, where does China go from here. In fact no where. It may face a revolution to dump Communism.

 

[Edevelop]

China had been on downward path for the past three years. Thanks to Xi and its policies of making China a world power that has mislead China down. It’s real estate in shambles; it’s bullet trains are running empty; it’s export factories are short on orders; most of the export industry is pivoting to India and South East Asia and its military build for intimidation has all failed. Its Taiwan capture is a pipe dream. Hence China’s rise is in fact a decline. It is publishing falsified statistics of progress. In fact it is all negative. Hence, where does China go from here. In fact no where. It may face a revolution to dump Communism.

Real estate? China is not Canada, Australia and New Zealand. It has a diverse economy.

Bullet Trains? At least they saved money building all the infrastructure now and at least people in China have higher incomes to afford it. It’s not like India which is building one while being one of the poorest country in the world.

India has a brain drain issue. There is a talent issue as the educated are moving abroad in masses and once they go they never go back. Yes it is true some investors are planning to outsource industries there but reality is there have been shocks and snags for these investors as well and as time passes by other nations will rise and give tough competition. Countries like Indonesia, Thailand, Bangladesh, Pakistan have even cheaper labour which China has been working parallel to compete against the US-India partnership.

If you think China is in decline, you can also make the argument that so is the US. It is predicted to be in recession in 2024 and if Trump gets elected you can be sure the US - India honey moon will be over in no time as he is very much against industries going abroad.

Taiwan is a tiny island which China can take over in few hours. Whether they invade it or not fact is it doesn’t disrupt its geopolitical power. The US on the other hand has been spending billions and billions on the Ukraine war and the outcome has not been in its favour thus far. Moreover the US has lost its control in the middle east as well as the Turks and Saudis have emerged leaders of the Islamic world and due to China acting as the mediator, the Arabs made a peace deal with Iran, This is yet another W for China and L for U.S

 

[Mista]

Taiwan is a tiny island which China can take over in few hours.

lol

 

[etylo]

China had been on downward path for the past three years. Thanks to Xi and its policies of making China a world power that has mislead China down. It’s real estate in shambles; it’s bullet trains are running empty; it’s export factories are short on orders; most of the export industry is pivoting to India and South East Asia and its military build for intimidation has all failed. Its Taiwan capture is a pipe dream. Hence China’s rise is in fact a decline. It is publishing falsified statistics of progress. In fact it is all negative. Hence, where does China go from here. In fact no where. It may face a revolution to dump Communism.

Keep your delusions live and India will be number one in the world in no time.

 

[beijingwalker]

They have been talking about that for decades, anything new?

 

[hari sud]

Real estate? China is not Canada, Australia and New Zealand. It has a diverse economy.

Bullet Trains? At least they saved money building all the infrastructure now and at least people in China have higher incomes to afford it. It’s not like India which is building one while being one of the poorest country in the world.

India has a brain drain issue. There is a talent issue as the educated are moving abroad in masses and once they go they never go back. Yes it is true some investors are planning to outsource industries there but reality is there have been shocks and snags for these investors as well and as time passes by other nations will rise and give tough competition. Countries like Indonesia, Thailand, Bangladesh, Pakistan have even cheaper labour which China has been working parallel to compete against the US-India partnership.

If you think China is in decline, you can also make the argument that so is the US. It is predicted to be in recession in 2024 and if Trump gets elected you can be sure the US - India honey moon will be over in no time as he is very much against industries going abroad.

Taiwan is a tiny island which China can take over in few hours. Whether they invade it or not fact is it doesn’t disrupt its geopolitical power. The US on the other hand has been spending billions and billions on the Ukraine war and the outcome has not been in its favour thus far. Moreover the US has lost its control in the middle east as well as the Turks and Saudis have emerged leaders of the Islamic world and due to China acting as the mediator, the Arabs made a peace deal with Iran, This is yet another W for China and L for U.S

‘Then why has Chinese real estate has a trillion dollar debt and empty buildings and bullet trains have $850 billion debt and no income to pay as these trains run on 30% passenger load.

 

[Abdul Rehman Majeed]

People slowly realizing that it isn’t worth it to invest in a country where forced Uyghurs labor is taking place with CCP blessings:

LOL Uyghurs are terrorists.

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China dethroned as top emerging Asian market due to economic, geopolitical risks

Indian Prime Minister Narendra Modi seeks to turn India into a global semiconductor production hub. © AP


YOSHIKAZU IMAHORI and YUKA KAWAKAMI, Nikkei staff writersAugust 1, 2023 03:16 JST

TOKYO -- Global capital flows are pivoting away from China in favor of other emerging Asian markets such as India and Vietnam, as investors seek alternatives with fewer economic and geopolitical risks.

For the first time since 2017, foreign investment inflows into Asian emerging-market stocks excluding China over the past year topped the net buying of mainland China stocks via the Stock Connect program. Those totals were $39 billion and $32 billion, respectively, according to data from Goldman Sachs.

Global investors pivot from flagging China to India, Vietnam

China dethroned as top emerging Asian market due to economic, geopolitical risks

asia.nikkei.com

Japanese propaganda

They have been talking about that for decades, anything new?

People have been talking about death of the US Dollars and Campanies leaving China for decades with no change on the ground.

https://twitter.com/x/status/1682614409770983424

View attachment 943123

Big slap on the Indian face .

Ouch that hurts

 

[Menthol]

The problem with investment in China is USA political behavior against China.

USA is always attacking China, that makes investors scared.

While USA is safer even under an uncertain economy like today because no one is attacking USA.

The only problem with USA economy is self-mistake.

But USA is smart enough to blame the others, to make others look even uglier so even how bad USA economy is, USA is still better than the others.

Even if USA back to the stone age, USA is still better, because who wants to invest in other countries who already nuked by USA and turn it into a wasteland.

Stone age is still better than wasteland.