Time for 50:50 Indo-American portfolio? Saurabh Mukherjea gives 3 reasons to buy US stocks

Dalal Street’s top stock picker, Saurabh Mukherjea, is advocating a 50:50 Indo-American portfolio that can generate significant risk-adjusted returns compared to a standalone portfolio built around either country’s stock market. Mukherjea said that diversification, currency effects and asset-liability matching are the three reasons why investors should have an Indo-American portfolio. Over the past 20 years, a 50:50 Indo-American portfolio would have had a better risk-adjusted return than a standalone portfolio from either country.