Why a 70:30 India-global portfolio makes sense in a changing world, Subho Moulik decodes
- Posted on January 27, 2026
- By Business News Today
- 4 Views
Why a 70:30 India-global portfolio makes sense in a changing world, Subho Moulik decodes
As global markets outperform India, diversification is gaining urgency. Subho Moulik explains why a 70:30 India global portfolio improves risk adjusted returns, reduces concentration risk, and provides access to long term global growth themes such as AI, defence, and quantum computing.
