India represents only 4% of the world's market cap. Learn how to diversify geographically, hedge against currency depreciation, and own the world's leading innovators.
Break the "Home Country Bias." Understand the 4% problem and how the Dollar Hedge protects your long-term purchasing power.
A tour of the "Big Three": US Tech dominance, European luxury/industrials, and the Asian semiconductor powerhouse.
Comparing the stability and dividends of the "Old World" with the high-growth, high-risk potential of Emerging Markets.
How the USD/INR exchange rate impacts your portfolio. Learn how currency depreciation can actually boost foreign returns.
Why the US Fed Interest Rate is the "gravity" of the financial world and how it dictates global capital flows.
The role of hard assets. Understanding how global supply chains and energy costs drive international market cycles.
The tools of the trade. How to buy entire countries or specific global sectors through Exchange Traded Funds.
Navigating the Liberalised Remittance Scheme. Understanding the limits, taxes (TCS), and legalities for Indian residents.
Understanding trade wars, sanctions, and regulatory shifts (like in China) that can impact your global holdings.
Strategy and execution. How to allocate between India and the World to achieve optimal diversification.