This is so different from the fragile days of 2013 down-cycle when everything from currency to stocks to bonds crumbled. Such is the contrast in scenario for India now with its macro standing out as a bright spot in a murky global macro.
Allocate 10–25% globally, use ETFs for diversification: Himanshu Kohli of Client Associates
Amid geopolitical tensions and market volatility, investors are advised to diversify portfolios internationally, allocating 10-25% to global markets for resilience and currency diversification. ETFs offer