ETMarkets Smart Talk | AI and semiconductors remain the best global investment themes today: Niteen Dongare

Niteen Dongare, Director and CEO of Anand Rathi International Ventures IFSC, says AI and semiconductors remain the strongest long-term global investment themes, with emerging opportunities in space technology and defence also gaining traction. He recommends Indian investors allocate 20–30% of their portfolio to global markets for diversification, USD asset creation, and currency appreciation benefits, accessible via GIFT City funds, ETFs, and direct stocks under the LRS limit of $250,000. Upcoming IPOs of SpaceX, Anthropic, and OpenAI are generating strong interest from Indian investors looking to diversify beyond domestic markets.