BY: Mr. Sachin Sawrikar Managing Partner of the USD 800 million Artha Bharat Investment Managers
As we celebrate Dhanteras, a festival that symbolizes prosperity and thoughtful investing, it’s encouraging to see gold and silver, the traditional favourites, deliver standout performance this year, driven by global uncertainty and robust investor demand. Looking ahead, however, equities appear poised to outperform. The recent income tax and GST rate cuts have boosted disposable incomes and revived consumer sentiment, leading to strong buying momentum across key sectors. Combined with resilient macro fundamentals and improving corporate earnings, these developments make Indian equities particularly attractive for long-term wealth creation. At the same time, diversification remains critical. Investors may consider complementing their domestic exposure with allocations to USD-denominated global funds, which offer currency diversification and access to global innovation themes. While Dhanteras continues to celebrate the timeless appeal of gold and silver, the modern approach to prosperity lies in a balanced portfolio, anchored in India’s growth story and diversified across global opportunities.