As global markets outperform India, diversification is gaining urgency. Subho Moulik explains why a 70:30 India global portfolio improves risk adjusted returns, reduces concentration risk, and provides access to long term global growth themes such as AI, defence, and quantum computing.
from Economic Times https://ift.tt/6k9YwVr
from Economic Times https://ift.tt/6k9YwVr
Why a 70:30 India-global portfolio makes sense in a changing world, Subho Moulik decodes
![Why a 70:30 India-global portfolio makes sense in a changing world, Subho Moulik decodes]()
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January 27, 2026
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