Thanks for the feedback.
I actually don’t mind small, mid or large caps, however I feel large caps in India look really expensive right now and I think there is not much room for growth. However I do think small cap names are relatively cheaper. 80% of my India portfolio is in small cap, definitely not for the faint hearted.
In US, there are a lot more regulations and corruption is lesser. I don’t want to exit at any cost because small companies will grow to become bigger. But only very few of them will be multi-baggers, if I sell any I reduce the chances of having multi-baggers in the portfolio.
In USA, I work for one of the FAANGS. ~80% of my net worth is in US and rest is here in India. In USA, money is equally split between Index funds/ETFS (US, ex US developed markets and emerging markets), Stocks (mostly US) and cash.
I am very bullish on India compared to US, but I need to learn more regarding the Indian market and will slowly start investing here more.
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