China is pretty obviously shitting the bed demographically, and financially. They've overcommitted to authoritarianism, absolutely gutted innovation in their tech sector, and are now facing population trends that will be catastrophic. It's a question of whether their nuclear energy strategy plays out, and whether the West can get it's act together in terms of energy security. India stands for win from all this. Great demographics, unrelenting to scam green energy, and an opportunity for jurisdictional arbitrage in Asia specifically.
Agree 100% on their current trajectory, assuming they don't reverse course this decade.
I will forever now interpret sb to mean 'super bearish' China and 'super bullish' India.
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