Signs of a further thawing in relations between India and China provide more evidence of a growing theme of countries courting Chinese investment, not as a rejection of the potential benefits from US friendshoring but a way to capture more of them. On more immediate matters, the consumer price data for August support our view that the RBI will wait until December to start its easing cycle.
What will the US election mean for the Asia growth outlook? Will China’s economy overtake the US? Will India fulfil its growth potential? We’re tackling these issues and more in our Asia roundtable in London on Tuesday, 24th September. If you’d like to attend, click here.
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