Lure of diversification, higher returns and global exposure driving Indian investors to US markets: Subho Moulik
In an exclusive ETMarkets Livestream interview, Subho Moulik, Founder & CEO, Appreciate — a leading expert in global market investments, shares valuable insights into why Indian investors are increasingly turning to the US markets.
With a focus on diversification, high-return potential, and exposure to cutting-edge sectors like AI, biotech, and semiconductors, Moulik outlines the growing appeal of the US as a key investment destination.
He also discusses the impact of political shifts, currency fluctuations, and emerging trends, offering a comprehensive view of how Indian investors can benefit from diversifying their portfolios internationally. Edited Excerpts –
What factors are driving the trend of Indian investors increasingly looking to invest overseas, particularly in markets like the US?
Subho Moulik: Let’s start with the fundamentals as to why the US is attractive and increasingly appealing to Indian investors.
Diversification: The first is diversification. Investors are finally understanding that they should not put all their eggs in one basket. I do not think we would recommend putting all your savings into the US market, but allocating 20-30% is a good diversification measure, especially as the correlation between the US and India over time has reduced, and we expect further divergence to happen. So, it is a very prudent decision to set aside some money for diversification.
Outsized Returns: The second fundamental piece is that the multiple indices in the US have provided outsized returns. This is
