Portfolio Construction on Sakthi Priyan H

Selecting the Global Indexes

Sat, 25 Apr 2026 00:00:00 +0000

In the previous chapter, we saw that Irish ETFs are more efficient for Indian investors compared to US ETFs. As part of this chapter, we will look at the Irish ETF universe and shortlist various ETFs available for Equities, Debt and Gold.

Important: When you pick the TICKER, ensure it is traded in USD to avoid additional currency conversions.

Global Equity ETFs

When expanding outside India, you want to capture either the entire investable world or focus purely on developed markets (since your domestic portfolio already gives you heavy emerging market exposure).

Why Beyond India?

Sat, 25 Apr 2026 00:00:00 +0000

The World Has More Than One Market

The global equity universe spans dozens of countries, hundreds of industries, and tens of thousands of companies. India, despite its growth story, is a small slice of that universe. This chapter makes the case for why every serious long-term investor should look beyond the NSE/BSE.

If you invest only in India, you are investing in roughly 3% of the world’s equity markets.
That is not a strategy. That is a blind spot.

Why Rule-Based Global & Multi-Asset Portfolio Beats a Single Multicap or Flexicap Fund

Tue, 09 Dec 2025 00:00:00 +0000

A comparison between a typical multicap/flexicap fund and a globally diversified, rule-based multi-asset allocation strategy.