In fact, investors can have 70-80% of their portfolio within these four sectors and that can, I would say, high degree of them outperforming the broader indices or some of the other benchmarks.
Why Saurabh Mukherjea has moved half his personal portfolio out of India
Saurabh Mukherjea, founder of Marcellus Investment Managers, has shifted his personal portfolio to a 50-50 split between Indian and global investments, reflecting a strategic pivot.