Indian investors must look abroad for AI, semiconductors, EV themes: Vaibhav Shah of Mirae Asset

September 2, 2025

Vaibhav Shah of Mirae Asset Investment Managers (India) advocates for international diversification, citing limited domestic exposure to high-growth themes like AI and semiconductors. He highlights the potential for better risk-adjusted returns and currency diversification through global investments. The Mirae Asset Global Allocation Fund offers a strategic mix of developed and emerging market exposure, leveraging Mirae’s global expertise.

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