NRI Talk| For a Rs 50 crore NRI portfolio, structure matters as much as stock selection: Tarun Birani

NRIs view India with cautious optimism, recognizing its long-term growth potential despite recent market flatness and rupee depreciation. Domestic institutional investment provides a structural buffer against volatility. Experts advise focusing on earnings compounding, financialization, and manufacturing themes, while carefully managing currency risks and tax regulations for optimal portfolio construction and wealth preservation.

Global Market: South Korean shares end flat as chipmakers cut losses on ‘mega project’ announcement

South Korean markets saw a mixed close Monday as chipmakers recovered from initial sharp declines following a massive $576 billion AI and data centre investment announcement. While the KOSPI edged down, construction stocks soared on anticipated demand. However, concerns linger about the long-term payoff of these substantial investments, as foreigners offloaded shares significantly, impacting the…