South Asia India’s stock market rated above Japan and China by more fund managers: survey

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Date of Event: May 25, 2025

Source : https://www.google.com/amp/s/amp.scmp.com/week-asia/economics/article/3311114/indias-stock-market-rated-above-japan-and-china-more-fund-managers-survey

BofA Survey: Fund Managers favour India over Japan, China for equity exposure​

India has become the top equity market in Asia Pacific, according to BofA Securities' survey, favored by 42% of fund managers. Strong consumption, infrastructure development, and supply chain realignments drive this preference, surpassing Japan and China in the rankings.​

India has emerged as the most preferred equity market in the Asia Pacific region, according to the latest Fund Manager Survey (FMS) by BofA Securities. Backed by positive sentiment around infrastructure development, strong consumption trends, and ongoing supply chain realignments, Indian equities have overtaken Japan to secure the top spot among fund managers.

A net 42 percent of respondents in the BofA Securities’ May survey favored India over other Asia Pac markets. Japan followed at 39 percent, while China, which had previously ranked lowest, climbed to third place with 6 percent preference. Singapore trailed at 3 percent, and Thailand remained the least favored market in the region.
“India emerges as the most favored market, perceived as a likely beneficiary of supply chain re-alignments following tariff effects,” BofA Securities noted in its survey findings. In terms of sectoral focus, infrastructure and consumption continue to dominate investor interest within Indian markets.
The survey included responses from 208 global panelists managing $522 billion in assets under management (AUM). Of these, 174 participants with $458 billion in AUM responded to the global FMS segment, while 109 panelists with $234 billion AUM took part in the regional Asia Pac segment, covering the period between May 2 and May 8, 2025.

 

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India’s stock market rated above Japan and China by more fund managers: survey​

Fund managers are confident that India will benefit more from the US-China trade war, according to the Bank of America Securities survey.

India has emerged as the top stock market pick in Asia by wealth fund managers, who view the country as a potential beneficiary of global supply chain shifts driven by US-China trade tensions, despite its unresolved trade talks with Washington and ongoing frictions with Pakistan.


About 42 per cent of fund managers have an overweight position on Indian equities, ahead of Japan at 39 per cent and China at just 6 per cent, according to a survey released by Bank of America Securities on May 13.


The report gathered insights from 109 panellists managing a combined US$234 billion in assets, who responded to questions by the bank between May 2 and May 8, before the temporary truce reached in the trade war between China and the United States last week.


The world’s two largest economies have agreed to significantly reduce tariffs on their respective exports to each other, easing trade tensions after weeks of escalating levies from both sides had cast a pall on the global economic outlook.

While the impact on investor sentiment remains uncertain, India’s strategic advantage has steadily increased since the US-China trade war began in 2017 under President Donald Trump’s first term, according to the report.


“India emerges as the most favoured market, perceived as a likely beneficiary of the supply chain realignments following the effects of tariffs,” the report said, citing Bank of America strategists.

The report found that infrastructure and consumption trends in India were driving the investment strategies of wealth managers.

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China's best time has passed. Again ruined population, hegemonic trade policies and disappearance of businessmen, politicians, military persons have shaken up the conference of business community. Atrocities of CPC goons and their totalitarian dictatorship has shaken up the China's social structure. China is unlikely to recover from here. Apple is quiting China. Next in line is Tesla. India is emerging in all fields. India is creating history of peaceful emergence superpower contributing to world order.