“My relative return is marginally overweight China and India. But in my long term absolute return portfolio, I have about 20 stocks which are still dominantly India because that is long term. The more short-term you are, the more you should want to be underweight in India. The more long term you are, stay structurally overweight. It all depends on your time horizon.”
Dow ends 400 points higher as investors buy AI stocks; Microsoft rallies
Wall Street experienced gains on Friday, driven by positive performance from Microsoft and AI-related technology stocks. High oil prices and rising US Treasury yields created
September 25, 2026