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ETMarkets Smart Talk | AI and semiconductors remain the best global investment themes today: Niteen Dongare

As Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, according to Niteen Dongare of Anand Rathi International Ventures. He recommends allocating 20-30% of portfolios to global markets through ETFs, direct stocks and GIFT City funds to enhance diversification and returns.

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Economic TimesLean R·2h ago
ETMarkets Smart Talk | AI and semiconductors remain the best global investment themes today: Niteen Dongare
As Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, according to Niteen Dongare of Anand Rathi International Ventures. He recommends allocating 20-30% of portfolios to global markets through ETFs, direct stocks and GIFT City funds to enhance diversification and returns.
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ETMarkets Smart Talk | AI and semiconductors remain the best global investment themes today: Niteen Dongare

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ETMarkets Smart Talk | AI and semiconductors remain the best global investment themes today: Niteen Dongare

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