Global investing is no longer optional for Indian investors—but diversification is more than buying NVIDIA and Apple: Dhiraj Relli

economictimes.indiatimes.com · 2026-09-10

But simply buying familiar names such as NVIDIA, Apple or Tesla does not automatically create a diversified international portfolio, warns Dhiraj Relli, MD & CEO of HDFC Securities.

TickrTrends take: NVIDIA's presence in global portfolios reflects its significance as a technology sector anchor, yet TickrTrends currently derives an undervalued verdict for the stock, suggesting its current market price may not fully reflect its intrinsic value relative to fundamentals. As international diversification becomes standard practice for Indian investors, the valuation gap identified for NVIDIA indicates potential opportunity for those seeking technology exposure through a single dominant holding. Valuation-focused investors should monitor whether NVIDIA's assessment shifts as global capital allocation patterns continue to evolve and technology sector dynamics change.

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