As gold and silver prices consolidate after a sharp rally, questions arise around the sustainability of investor interest in multi-asset strategies. Aparna Karnik, fund manager at DSP Mutual Fund, says the case for multi-asset allocation goes well beyond precious metals. She outlines how disciplined diversification, calibrated equity exposure and systematic rebalancing aim to deliver more […]
For years, India has assumed that foreign capital will return naturally – driven by demographics, GDP growth and a compelling long-term story. But global capital does not invest in stories. It invests in risk-adjusted returns measured in USD. And on that front, the data provides a clear warning.Over the past fourteen years, Indian equities (NIFTY, […]