Are US Equities In A Sweet Spot?
Are US Equities in a sweet spot:
Does an appreciated INR makes it sweeter for Indian Investors?
US markets present several well-known companies with popular products across multiple
One can start with a 5% to 10% allocation to US markets and take it up to 20-30% depending on the suitability to their investment goals and risk profile
Disclaimer: Any mention of company names DOES NOT mean an endorsement or recommendation to buy, sell or hold any of these companies, sectors or the index or index-linked products. This is not investment advice, please see the detailed disclaimer at the end of this report and at www.omnisciencecapital.com/disclaimer
Indian investors are attracted to the US markets because of the presence of well-known companies with popular products. However, the dilemma is whether these companies present the right investment opportunity, especially, currently? Or does the US market as a whole present an investment opportunity? What about companies which are lesser known in India? Maybe those present a better opportunity?
“It is a capital mistake to theorize before one has data. Insensibly one begins to twist facts to suit theories, instead of theories to suit facts.”
"A Scandal in Bohemia”, Arthur Conan Doyle
A scientific approach to the question of capital allocation requires collecting the required data before forming an opinion as to the relative attractiveness of a different asset classes.
US markets present several well-known companies with popular products across multiple sectors as shown below
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