Morningstar's CIO on the Case for China Over India

The investment case for buying into the Chinese market over India comes down to valuations, according to Morningstar's Chief Research and Investment Officer Dan Kemp. He discusses China's upside including the latest economic data with Haslinda Amin on Bloomberg Markets Asia.

[@windsong3wong828]

Bank of China have PE of 4 and DY of 8%. Indian banks have PE of 30 and DY of 1%. No brainer. Speculators will buy India and hope it double. Investors will buy China and hope to make 10%.

[@fuzicast]

chinese stocks are cheap as their PE ratio is very low compared to western companies. thus his points are that good chinese tech companies are very cheap right now and good opportunities to buy more.

[@JonySmith-bb4gx]

Which country is named west ? Point it on the map

[@Dr.Kay_R]

Bro is smarter than all global investing firms

[@jbrown6367]

LOL Xi Jinping doesn't care about corporate profits

[@jimbojimbo6873]

China is light years ahead of India

[@neo26]

Yes it has reached the edge of the universe

[@victor256in]

@@neo26 LOL

[@flaminmongrel6955]

no country is light years ahead of another country.

[@subasthapa4839]

​@@neo26 cope harder 😊

[@neo26]

@@subasthapa4839 Buddy you cope. And while at it, try and stop the exit of foreign firms and bucks from the promised middle kingdom.

[@HelveticaBeta]

Indian,US are overpriced. Japan is rebalancing and reconstructing. Great opportunity for China,South Korea and ASEAN.

[@AlreadyHere-]

Smart to buy low sell High. Smart guy.

[@adhamhalim2928]

CIO for a reason

[@Samdex92]

Indians stocks are already overpriced, esp the quality stocks - the bluechips, mid and small caps. It's already overdue for a much needed correction. If it goes up further riding just on sentiments over fundamentals , I'm afraid we are gonna witness a heavy fall shortly, probably post elections.

[@catinbootsnow4267]

Election in India will bring a lot of uncertainty in political stability and economic policy continuity, especially so, when the Indian stock market is already over hyped without much space for further speculation.

[@sibb4846]

Because I am in their pocket🤑

[@dushyantdushyant1879]

He is saying china consumer space is growing but today's data show that consumer space has performed poorly. Idk if he has seen the data or just the money he has gotten from the state

[@subasthapa4839]

No lol

[@adhamhalim2928]

economic data is backward looking

[@jbrown6367]

"Sentiment." LMFAO He is blind to Xi Jinping Risk.

[@yongjunma7511]

Where's my little bot lastChang and another one?

[@Robc2007]

Dan sounds like an oxford graduate used car salesman

[@jimbojimbo6873]

And he’s still doing infinitely better than you

[@Robc2007]

@@jimbojimbo6873 ha ha good one

[@RelaxedSun.]

@@jimbojimbo6873 maximum bootlicking

[@Prxyshj]

Looks like he is heavily invested in China lmao

[@PrinceYadav-zd9iu]

Soon these opportunities will take big losses for him 😂

[@subasthapa4839]

Curry triggered 😭

[@JonySmith-bb4gx]

Dude u are indian So when is Tesla coming to India 😂😂😂😂

[@sjhassjh3941]

smelly lndi0n br0swnp00p

[@PrinceYadav-zd9iu]

@@JonySmith-bb4gx tmro🤣🤣

[@DucaTech]

@@PrinceYadav-zd9iu Elon skipped India and went straight to Beijing.

[@kiwiwala]

Snake oil salesman.

[@PA88843]

He looks like a white version of Xi Jinping. Weird.

[@cnmike1988]

True lol

[@JonySmith-bb4gx]

Better than a pajeed

[@directxxxx71]

Truths 🤕

[@Al-nt8tn]

@@JonySmith-bb4gxcorona virus spotted

[@manavshah3732]

Xi is heavily invested in him😹🤣🤣

[@JonySmith-bb4gx]

How's Ramdev 😂😂😂

[@flaminmongrel6955]

He makes no sense, he argues that people should enter a dying market on micro indicators? we all know it's an ageing labour market with closes health set up.

[@subasthapa4839]

Hello Kumar 👋🏻

[@Dr.Kay_R]

​@@subasthapa4839why r u spamming on every comment? Go to school

[@subasthapa4839]

@@Dr.Kay_R why

[@kukadiyachirag2145]

Strong dollar 😂😂😂😂