With the rupee weakening and structural pressures from oil, capital outflows and inflation differentials persisting, Indian investors face currency risk in domestic-only portfolios. The article argues for global diversification, highlighting how dollar assets provide both return potential and currency protection, making international exposure a strategic necessity.

Indian investors are increasingly looking overseas as global markets outperform domestic equities, driven by themes like AI. While international mutual funds are a simple route,…

With the rupee weakening and structural pressures from oil, capital outflows and inflation differentials persisting, Indian investors face currency risk in domestic-only…

The rupee’s sharp depreciation, down about 10% against the dollar in the past year, has become a key concern during corporate earnings calls. Investors are increasingly…