Recently I have conducted Webinars on Power of Triple Advantage theme.
Please click on following link to view the recording:
bit.ly/33o94qp
Triple Advantage includes 3 Asset Classes:
Indian Large Cap - 85%
US Large Cap - 15%
Dollar Diversification
Is adding US Equity a recent fad or long term strategy or theme?
According to me this should have been done a decade back. It is like a lost decade by not investing in US Equity
99.8% Indian investors invest only in Indian equities. They do not have geographical or dollar diversification.
Familiarity or Home bias does not let Investors create this diversification. They wish to remain in their comfort zones
What we think of as Large Cap in Indian context is actually Small Caps in Global context.
India only contributes 3% towards Global Market Cap
Only 2 Indian companies qualify under Global top 100 company list viz. RIL (34th rank) and TCS (89th rank).
Combined Market Cap of top 3 US Comapnies is equal to total Market Cap of entire Indian Equity Markets
This combination enhances returns vs NIFTY 100 TRI and with lower volatility.
When we combine assets, they should complement and reduce volatility.
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