Now is not the time to be rotating out of India into China; 3 themes to invest in rebound trade: Geoff Dennis

Geoff Dennis discusses how foreign investors are shifting from India to China due to more attractive valuations. He believes India has better fundamentals and does not see the rotation continuing long-term. Dennis suggests Indian banks, tech, and healthcare stocks could be good investments, and remains optimistic about India's economy and market in the coming months.