Fortune India Explainer: Should you continue investing in ETFs when trading at premiums?
Shubham Gupta, CFA, co-founder of Growthvine Capital, says, “SEBI’s $1 billion cap on overseas ETFs has already been fully utilised, meaning AMCs cannot currently issue new units. At the same time, overseas equities have outperformed Indian markets meaningfully (roughly 30–40% over the last 12–18 months) and that performance gap has driven strong domestic demand for global exposure.”