Unless someone has been living under a rock, it is common knowledge that global markets have been in distress since the turn of the year. A hard squeeze on monetary policies, boiling inflation print, Russia-Ukraine war, supply-chain disruption and the looming recession threat in the US have triggered a broad market sell-off globally and unveiled the binary nature of an investor. One, who are in a state of fright and confusion; and two, who see this bearish phase as an opportunity to continue investing and take advantage of rupee-cost averaging in the long run. However, there is a common thread between the two - frustration. While the first camp is wringing its hands, the latter's hands have been cuffed by SEBI's overseas investing restrictions. Though we have been sending you regular updates on both these trends, let's revisit them one by one before diving into our fund recommendation changes. A rude awakening For many investors who started paying heed to international markets in the pots-COVID years, the current underperformance might seem like a surprise they didn't sign up for. With popular international indices tumbling 15-25 per cent on a year-to-date basis as against Indian indices delivering a positive 3 per cent return during the same period, some might be wondering if it ever made sense to diversify internationally? In our last update on the international category this January, we suggested you tone down your return expec
Buy, hold, or switch. Get the call.
How's my portfolio doing? What do I need to fix? Where should I invest next? Fund Advisor answers each one. The Advisor Note every Saturday. A live session with Dhirendra Kumar every second Saturday.
No commissions. No conflicts. Since 1991.
See Plans
Already a subscriber ?Log In
New episodes every Friday 
New Process Alert 
Seems like you've uploaded a wrong QR code. Please upload the QR code downloaded from MF Central platform.
