Why a 70:30 India-global portfolio makes sense in a changing world, Subho Moulik decodes
As Indian equity markets delivered modest returns in 2025 compared with stronger gains in global markets, the debate around portfolio diversification has moved sharply into focus. With currency depreciation, evolving global growth drivers, and transformative themes like AI, defence, and quantum computing reshaping investing opportunities, sticking to a purely domestic strategy may no longer be…