Confused between Nasdaq and Hang Seng ETFs? Arindam Mandal of Marcellus shares global investing strategy
For Indians looking to diversify their investments globally, Wall Street and Hang Seng markets are two most popular options. Arindam Mandal, Head of Global Equities at Marcellus says in the US, active stock picking is likely the best approach at this stage while in China stock-specific risks remain high.
Edited excerpts from a chat with the fund manager:
More than the tariff itself, the sheer unpredictability of Trump’s moves has made investors jittery across asset classes and geographies. How are you dealing with it?
“But China allocation would always be considered as a higher risk alternative compared to its US counterpart and that should be reflected in allocations,” he suggests.
Edited excerpts from a chat with the fund manager:
More than the tariff itself, the sheer unpredictability of Trump’s moves has made investors jittery across asset classes and geographies. How are you dealing with it?
Volatility was always expected. We are navigating it…
