India's Jio IPO Tests Emerging Market Investing — Is India a Better Bet Than China Right Now?

India has overtaken China in EM benchmark weight and growth/demographics, making a structural India tilt more compelling than chasing the Jio IPO itself.

• Jio IPO details: Reliance's Jio Platforms raised $3.2B at a ~$108B valuation (1,065–1,119 rupees/share); oversubscribed ~3x overall, institutional tranche ~9x, with anchor book drawing $25B in bids from ADIA, GIC, BlackRock; lists October 28.
• India overtakes China in benchmarks: India's MSCI EM IMI weight hit 22.27% vs China's 21.58% in September 2024, triggering ~$4.4B in passive flows.

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