Indian markets face pressure from currency weakness and foreign investor outflows. Experts believe easing overseas investment rules is unlikely until external balances stabilize and foreign investor trends reverse. Indian households should consider international equities for diversification, not core holdings. A 5% to 10% exposure to technology and AI sectors in developed markets is recommended.
Private banks, energy and telecom look attractive amid market swings: Rahul Shah
Amidst global uncertainty, market volatility presents opportunities for long-term investors, according to Rahul Shah. He highlights mispricing as a chance to build portfolios, favoring resilient