India versus China: Is the valuation premium justified?

India has long been positioned as a counterweight to China, with its consumption-led growth model and higher return on equity. But does that mean the region should be a core allocation in emerging market portfolios? Investment Week’s Policy & Politics Hub, produced in partnership with RBC BlueBay Asset Management, assess whether India’s valuation premium remains justified and how new opportunities across financials, IT services, and underappreciated sectors such as EVs and travel may help propel its economic growth. Explore the full analysis, alongside broader geopolitical and policy insights...