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Summary: Investing abroad has long offered Indian investors diversification and access to global businesses, but a new risk is becoming harder to ignore: government intervention. We examine why recent US actions have unsettled a basic assumption behind international investing and why geographical diversification may not fully solve the problem.
Summary: Investing abroad has long offered Indian investors diversification and access to global businesses, but a new risk is becoming harder to ignore: government intervention. We examine why recent US actions have unsettled a basic assumption behind international investing and why geographical diversification may not fully solve the problem. This note is different from my usual ones. I am not offering advice this week, only recording a doubt and it concerns every rupee that Indian investors have sent abroad. In all the years that I've been writing my columns, the case for investing abroad has been clear. And a fundamental assumption that we all make about international investments was unspoken but has held true. This assumption was that a foreign government might tax gains but would not dip into your money and treat it as som
This article was originally published on August 31, 2026.
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