Why EPFR’s Brandt thinks China is a safe bet while investors will likely be cautious on India this quarter

"India is highly geared towards international energy prices and with the current geo-political developments pushing the oil prices up, the interest rate picture is likely to be less accommodative towards most emerging markets"

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/why-epfr’s-brandt-thinks-china-issafe-bet-while-investors-will-likely-be-cautiousindia-this-quarter_15954321.html