“Indian market cap is only 4% of entire world’s market capitalisation. So, 96% of companies are outside India in value terms.”
“For eg: Companies like Exxon Mobil will gain more due to increase in oil prices than ONGC or Oil India due to geographical advantage.”
“Companies like Tesla, BYD, or companies which have patent for Mounjaro or Ozempic are not available in India.”
“So for a balanced portfolio, India plus global is better.”
- Rajeev Thakkar (CIO of PPFAS)
“For eg: Companies like Exxon Mobil will gain more due to increase in oil prices than ONGC or Oil India due to geographical advantage.”
“Companies like Tesla, BYD, or companies which have patent for Mounjaro or Ozempic are not available in India.”
“So for a balanced portfolio, India plus global is better.”
- Rajeev Thakkar (CIO of PPFAS)