Apr 19, 2025

In this episode, Deepak and Shray unpack the ins and outs of international investing—why it matters, when it makes sense, and who it’s really for. From rupee depreciation to political and geographical risks, they explore the key reasons to diversify your portfolio beyond India’s borders.

They also discuss a crucial question: At what level of capital does it become meaningful to place your money outside? The conversation weaves in perspectives from investing greats—Peter Lynch, who believed in the power of consumer insight, and Devina Mehra, whose latest book "Money Myths and Mantras" emphasizes global allocation as a must-have strategy.

With fresh data on market returns (both in INR and local currency terms), the duo breaks down how different regions have performed—why Europe and China have struggled, and how the US tech boom, largely driven by the Nasdaq, has outshone the rest. But can the US continue to dominate, especially in light of Fed Chairman Powell’s recent remarks on tariffs?

They also touch upon an important side of global investing: taxation. From the complexities of capital gains to the lesser-known estate tax, and how investment vehicles like UCITS can help navigate these issues.

Tune in for a comprehensive, no-fluff guide to international investing—what works, what to watch out for, and how to do it right.

0:00 - 2:10 Introduction
2:11 - 8:27 Why should you invest abroad?
8:28 - 10:53 Economic growth ≠ Shareholder returns
10:54 - 19:35 How to select international investments?
19:36 - 27:31 Regular international investments
27:32 - 32:17 Commodity Diversification
32:18 - 40:50 Managed International Investment Solutions
40:51 - 43:37 Good time to global?
43:38 - 47:17 Domestic vs. International Brokers
47:18 - 50:34 Tax on Foreign Equity
50:35 - 54:17 Tax Collected at Source
54:18 - 56:38 U.S. Estate Taxes
56:39 - 59:50 UCITS

--

More about us: https://cm.social/pms

Connect with us : https://cm.social/pms-connect

Deepak's Twitter: @deepakshenoy

Shray’s Twitter: @shraychandra

Capitalmind Twitter: @capitalmind_in