india is only 23 of the world index us is 60 but in our folios india is 99100 why should that be we got to diversify internationally as well have some us exposure do a longer term sip there and that is how you need to increase and stay invested for 10 years one should do a minimum 23 year stp and at least 57 year sip into a diversified us fund says aditi kothari desai vice chairperson dsp investment managersi want to ask you a lot of questions on different aspect of market triggers and strategies which are floating around but let me start with one of the most common questions that we are asking experts what sense do you draw of the market movement right now and are all the triggers factored inwell the markets will fluctuate they will go up and down and there is no one way the markets are ever going to go there was also a lot of euphoria in the last two years there was a lot of liquidity and fiis were really pouring money in as the fiis started taking a lot of money out the markets fellthe good thing is that i see the indian investors becoming more mature and every time the market falls we see flows in and that is what we have been seeing during the small rally that we had in july and august we have seen indian investors benefitting and they have not been going crazy putting money when the market was going up and they have been good at putting money when the market was coming downtalking about india story according to analysts the paradox is that the impact is mainly international or global triggers we as an economy really do not have much to worry about talking about inflation and rbis concern and the way of controlling it is also helping out how long do you think it is going to sustaini think rbi has done a great job i mean it i think they have done a good job of controlling the rupee one can argue that the rupee is overvalued because the rbi has been really supporting it but why would we want fluctuations because eventually if we are confident about the economy if we see oil prices it is a shortterm run up and it will go back to normal you might also likeindias fastest wealth creation in next 10 years will be in internet companies pankaj murarkaif we see inflation going back to normal numbers and india is growing and the fii money that pulled out coming back then we do not need to see huge fluctuations in our rupee and the rbi is managing that well inflation and currency depreciation are linked the higher the inflation the higher is the depreciation of the currency so it is macroeconomicif your currency goes down and things get too cheap then your currency is not going to be able to hold up