China slows down while India picks up speed

China did well in the past year, but will experience a slow-down over the coming 6-12 months, predicts SEB’s head of Asia Strategy Sean Yokota in new short film (above). He sees construction activity coming down, and combined with efforts to control property prices this should translate into slower growth.

India meanwhile is set experience a revival after a couple of years with relative weakness. The recently passed goods and services tax reform means one tax rate instead of 20-30 previously, allowing companies to be more efficient in the country.