Expert view, Dec. 1 -- Subho Moulik, Founder and CEO of Appreciate, believes Indian investors should maintain and gradually build US exposure, skewed to high-quality cash-generative franchises and diversified funds. In an interview with Mint, Moulik said In a world of still positive growth, moderating inflation, and gradually normalising rates, maintaining a structurally pro-equity stance within investors' risk bands remains sensible.

The recent dip in leading US tech stocks looks like a healthy pause in an ongoing earnings-led bull market, not the end of the story.

US corporations are still delivering robust profit growth, with a large share of S&P 500 companies beating earnings and revenue expectations, underpinned by resilient US dem...