Amid ongoing US-China trade tensions, investors are increasingly turning to India as a safer and more promising destination. An April 2025 Bank of America survey shows 42 percent of Asia-Pacific fund managers are now overweight on Indian equities, versus 39 percent for Japan and 6 percent for China. This shift is attributed to strong domestic demand, infrastructure growth, and India’s gains from global supply chain realignments. While China is beginning to see some recovery in global trade sentiment, India has emerged as the region’s top investment choice in this period of international trade recalibration.
The 2025 Investor Realignment: India, the New Safe Haven? (Soumya Bhowmick – Observer Research Foundation)
Related articles
