Nomura: 'Tactical Overweight' China, 'Overweight' India

The video discusses the concept of being tactically overweight in China, acknowledging structural issues but seeing value at current levels. It introduces a barbell strategy focusing on both beaten-down and growth sectors. The current state of Chinese equities is analyzed, suggesting they may be near the bottom. Portfolio allocation changes in Asia are highlighted, with increased focus on India and Malaysia, and a downgrade for Taiwan due to global exposure.

What are the bright spots or opportunities in the Chinese market according to the speaker?

What is the speaker's outlook on Indian equities in relation to the current market conditions?