Global Investing: Why Indian Investors Should Diversify Across U.S., Korea And Taiwan Markets For Growth

Global diversification is gaining importance as international markets and AI-driven companies deliver strong returns compared with Indian equities. Gautam Shah, Founder, Goldilocks Global Research, explains why investors should consider expanding beyond domestic markets to access opportunities in the US, South Korea and Taiwan. He discusses how artificial intelligence is reshaping global investment trends and changing India's relative market position. Shah suggests that investors could consider reducing their India allocation to 75–80%, while exploring global equities and precious metals such as gold and silver. The discussion highlights geographical diversification, market-based investing and the importance of building a portfolio for long-term growth.