Future-ready stocks: These businesses don't trade on Indian exchanges—here's what investors are missing — SkimNews
Get the Finance newsletter
Daily finance — markets, central banks, M&A, the prints that move money. Free.
- DSP Gift City report titled 'The Other 97%' says India accounts for roughly 3% of global stock markets while the US makes up nearly 64% of the MSCI All Country World Index, with other markets making up about 33% of total market capitalisation
- Semiconductor and AI hardware firms Nvidia, AMD, TSMC, and Samsung offer direct exposure to the global chip ecosystem, with India's listed market offering no equivalents at that scale
- Global technology platforms Microsoft, Alphabet, and Amazon — alongside BYD, Novo Nordisk, Hermes, Visa, and Mastercard — also lack direct Indian-listed counterparts
- Korean equities delivered about 100% returns in US-dollar terms in 2025 versus roughly 3% for Indian equities, illustrating the report's point that 'the biggest market and the best-performing one are rarely the same'
- The rupee has historically depreciated against the dollar by 3–4% per year, and a four-year US degree already costs about ₹1.76 crore — making overseas assets a potential currency hedge for future dollar-denominated expenses
- Indian residents can remit up to $250,000 per financial year under the Liberalised Remittance Scheme (LRS), with GIFT City providing the regulated channel; the report frames it as 'LRS is the highway while GIFT City is the vehicle'
Why it matters: Indian households earning in rupees but facing dollar-denominated expenses like a ₹1.76 crore US degree face dual currency and growth-exposure risks by staying entirely domestic; with LRS already allowing $250,000 in annual remittances and GIFT City providing a regulated vehicle, the report reframes global allocation as a practical hedge rather than a luxury bet.
Ask SkimNews
