Saurabh Mukherjea of Marcellus Investment Managers advises diversifying away from Indian markets if the India-US trade deal materializes.
Mukherjea warns of the Indian market being expensive and the economy slowing down, suggesting risks are heightened in the domestic space.
He recommends investing in American and European midcaps over large caps post the trade deal, emphasizing the attractiveness of US small caps compared to Indian small caps.
The India-US trade deal's potential impact on markets and the need for portfolio diversification are key points discussed by Mukherjea in light of current market conditions.