Divergent Fortunes: India versus China

India Tops Hong Kong as World’s Fourth-Largest Stock Market
https://www.bloomberg.com/news/articles/2024-01-23/india-overtakes-hong-kong-as-world-s-fourth-largest-stock-market
 
China's Stock-Market Rout Has Become a Political Problem
https://www.wsj.com/finance/stocks/chinas-stock-market-rout-has-become-a-political-problem-f41ec826

JPMorgan says India is its No. 1 market in Asia; investors are unlikely to return to China this year
https://www.cnbc.com/2024/01/16/jpmorgan-says-india-is-its-no-1-market-in-asia-and-a-favorite-globally.html
 
India Stocks Command a Near-Record 157% Premium Over China Peers
https://www.bloomberg.com/news/articles/2024-01-16/india-stocks-valuation-premium-over-china-approaches-record

Gloom Over China Assets Is Spreading Beyond Battered Stocks
https://www.bloomberg.com/news/articles/2024-01-21/gloom-over-china-assets-is-spreading-beyond-battered-stocks
 
Hong Kong Stocks at 36% Discount Show True Depth of China Gloom
https://www.bloomberg.com/news/articles/2024-01-22/china-stock-selloff-worsens-as-hong-kong-index-nears-19-year-low

China’s $6.3 Trillion Stock Selloff Is Getting Uglier by the Day
https://www.bloomberg.com/news/articles/2024-01-19/china-s-6-3-trillion-stock-selloff-is-getting-uglier-by-the-day
 
Chinese stock rout accelerates as foreign investors sell out
https://www.ft.com/content/35fba64d-3720-4eb9-ae19-82a173409c68 

The India Rising Narrative

Modi’s India Is Beating Xi’s China in the Mojo War

https://www.bloomberg.com/opinion/articles/2024-01-19/modi-s-india-is-beating-xi-s-china-in-the-mojo-war

India ministers sell bullish view at Davos as China's growth falters
https://asia.nikkei.com/Spotlight/Davos-2024/India-ministers-sell-bullish-view-at-Davos-as-China-s-growth-falters

Why India Isn’t the New China
https://www.wsj.com/economy/global/why-india-isnt-the-new-china-e61f4699
The country’s population surpassed China’s last year. But India’s path forward is likely to look very different from its neighbor’s.
 
How strong is India’s economy under Narendra Modi?
https://www.economist.com/finance-and-economics/2024/01/15/how-strong-is-indias-economy-under-narendra-modi
It has neither boomed nor slumped. But growth may be taking off 

India set to be renewable energy hub with hundreds of billions earmarked for projects
https://www.scmp.com/week-asia/economics/article/3249134/india-set-be-renewable-energy-hub-hundreds-billions-earmarked-projects