China's policy tailwinds and favourable valuations are driving fresh institutional flows, while contrasting trends in India sees some US investors reducing their stakes.
As geopolitical complexity grows, APAC investors are questioning the size of their US exposures and shifting toward resilient sectors in markets that could offer pockets of growth.
Mumbai-based single family office Artha India Ventures is bucking the trend of spray-and-pray investing with a disciplined approach that doubles down on real businesses over hype-fuelled startups.
India’s reduced vulnerability to global trade disruptions, combined with improving policy frameworks and infrastructure development, creates a compelling case for foreign investment across multiple asset classes and sectors.