Archive · 12 Aug 2025
ICICI Prudential CIO Recommends Global Market Investment
Imagine your money can be invested in different places like a shopping mall with many stores.
S Naren from ICICI Prudential suggests to look at stores outside India and the U.S. because they could make more money.
He specifically mentions markets like Brazil, China, South Korea, and Taiwan.
Currently, it's a bit tricky to invest in these places directly.
But if rules change, investing through mutual funds could become easier.
Also, he says it's a good idea to have some gold to protect your money.
S Naren of ICICI Prudential suggests Indian investors consider global markets for potential gains.
He identifies Brazil, China, South Korea, and Taiwan as potentially undervalued markets.
Naren highlights that the overseas investment quota for mutual funds is currently utilized.
He believes the mutual fund route offers a simpler way for retail investors to access global equities.
Naren also advises that gold can be a useful portfolio diversifier, especially during dollar weakness.
- Who
- S Naren, Chief Investment Officer of ICICI Prudential Mutual Fund.
- What
- S Naren advises Indian investors to explore international markets for investment opportunities.
- When
- The analysis is based on current market conditions.
- Where
- Global markets, including Brazil, China, South Korea, and Taiwan.
- Why
- To find potentially undervalued markets and diversify investments.
Indian Market vs. Global Markets
Investment Strategy
Market Focus
Indian Market vs. Global Markets
Over-reliance on US and India.
Investment Strategy
Underperforming Markets present opportunities.
- Expert
- S Naren
- Company
- ICICI Prudential Mutual Fund
- Recommendation
- Explore Global Equities
- Potential Markets
- Brazil, China, South Korea, Taiwan
- Portfolio Diversifier
- Gold