As Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, according to Niteen Dongare of Anand Rathi International Ventures. He recommends allocating 20-30% of portfolios to global markets through ETFs, direct stocks and GIFT City funds to enhance diversification and returns.
Niteen Dongare of Anand Rathi International Ventures identifies AI and semiconductors as the most compelling long-term global investment themes. He advises Indian investors to diversify globally, allocating 20-30% of their portfolios for enhanced diversification and returns.…
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