Manish Bhandari, CEO and fund manager at Vallum Capital Advisors, brings over two decades of expertise in equities. He discusses the renewed interest in Chinese stocks driven by cheap valuations and government stimulus. Bhandari examines how this shift affects Indian markets, revealing historical patterns and investment strategies. He differentiates between China's economic slowdown and recession while highlighting India's impressive growth over the past decade. The conversation delves into investment opportunities, buy-on-dip strategies, and the need for informed decision-making in Asian markets.