Investors Eye Asia, Europe, and Global Tech ETFs Amid US Market Concentration Concerns

Investors are increasingly considering diversification beyond US equities due to concerns over market concentration and high valuations driven by AI mega-caps. Asia, including India, South Korea, and Indonesia, along with select European markets like manufacturing and defence, present attractive opportunities amid improving fundamentals. Indian markets are expected to benefit from a corporate earnings revival in FY27, supported by nominal GDP growth and rupee depreciation. Additionally, international tech ETFs offer Indian investors exposure to global innovation trends and currency diversification alongside domestic investments.