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
sectors
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.”
Sherlock Holmes
"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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