Indian Investors Adopt 70:30 India–Global Portfolio Strategy
As 2025 equity returns diverged—India's Nifty roughly 10% versus US about 16% (around 22% for Indian investors including currency)—Subho Moulik, Founder and CEO of Appreciate, tells ETMarkets that a 70:30 India–global portfolio can improve risk-adjusted returns, reduce concentration risk, and capture global technology and defence leaders. He cites long bull-market durations, declining market correlations, and stronger capital-protection frameworks abroad.
Key Points
- 1Recommend adopting a 70:30 India–global allocation to improve risk-adjusted returns and reduce concentration risk.
- 2Note that US-listed multinationals act as proxies for global growth across AI, semiconductors, defence sectors.
- 3Advise diversification because declining India-US correlation and rule-of-law protections enhance portfolio resilience.
Scoring Rationale
Practical, actionable allocation guidance backed by market data increases impact; limited novelty and interview-based, single-source analysis constrains significance.
Sources
Public references used for this report.
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