In this overall, uncertain global environment, India seems better placed. Currently, we are out of the cross hairs from the tariff perspective but need to watch what happens in April, when reciprocal tariff policies are implemented.
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.