Why Smart Investors Are Going Global Saurabh Mukherjea x Manish Hemnani_1080p

تفصیل

Looking to diversify globally? Check our Global Equities Fund: https://shorturl.at/P5PNy----------------------------------------------------------------Follow us on:→ X: https://x.com/MarcellusInvest→ LinkedIn: / marcellus-investment-managers → Instagram: / marcellusinvest ----------------------------------------------------------------In this episode of Coffee And Investing, Saurabh Mukherjea speaks with Manish Hemnani about why global investing is becoming increasingly important for Indian investors, and how diversification across geographies could help build more resilient long-term portfolios.📊 Key Insights Covered:→ Why Global Diversification Matters: The conversation explores why investing only in India may leave investors exposed to concentrated economic and currency risks, and how global allocation can potentially reduce portfolio volatility without compromising long-term returns.→ The “Free Lunch” of Diversification: Drawing from Harry Markowitz’s portfolio theory, the episode explains how diversification across loosely correlated asset classes and geographies can improve risk-adjusted returns over long periods.→ Access to Business Models Not Available in India: Investors gain exposure to sectors and companies that are difficult to access through Indian markets — including global software platforms, luxury brands, advanced healthcare ecosystems, and multinational consumer businesses.→ Why Dollar Exposure Matters: As more Indian spending becomes dollar-linked — from technology subscriptions and electronics to international travel and education — earning returns in dollar-denominated assets may become increasingly relevant for long-term wealth preservation.→ Stronger Profit Growth in Developed Markets: The discussion highlights how several global businesses benefit from lower capital costs, cheaper industrial infrastructure, and larger scalable markets, often leading to stronger earnings growth over long periods.→ The Evolution of Marcellus Global Compounders: Originally available only to high-net-worth in