ETMarkets Smart Talk | Cap global allocation at 20% as currency turns X-factor in 2026: Prashant Gupta

India's Union Budget 2026 offers eased global investment rules. Trade deals with the US and EU create new opportunities. However, currency volatility is a key concern for overseas investors. Experts suggest a disciplined 15-20% allocation to international assets. This strategy allows capturing global growth themes without currency headwinds eroding returns. Commodities may play a stabilizing role in 2027.