Devina Mehra News Today

Investors are often driven by their own behavioural biases, which can lead to poor investment decisions

When you are positive in the medium term but there can be some ups and downs in the short term, the best strategy is to remain invested, but to be hedged, writes Devina Mehra, the Founder and Chairperson of First Global.

Devina Mehra of First Global reflects on the markets consensus shift towards capital goods, emphasizing the need to monitor potential sector peaks. She also discusses stock market volatility, election impact, and risk management strategies for smallcap stocks. Mehra says: "We have added a few commodity stocks in our last rebalance -- some amount of metal, steel, etc, and even some cement."

There’s a fair chance that the rupee will come out as a weaker currency over time. So, every rupee you own will buy you fewer goods and services in dollar terms. Conversely, every dollar will buy you more things in India. And this is why investing in the international market is a smart idea

Pace Financials Tresor Flexi fund was the top-performing PMS scheme last month with a 7.4% return, followed by Tresor Prives 4.73% gain and 4.7% upside in Tresor Sustainer, shows data pulled from PMSBazaar.

Mehra is currently overweight on capital goods and industrial goods, but she has been trimming exposure to these sectors. She has also been overweight on autos and pharma.

Devina Mehra, founder, chairperson and managing director of First Global, writes how his writings introduced her to new worlds.

Devina Mehra warns investors about smallcap crash risks during euphoria. Emphasizes careful stock selection and managing risk to avoid losses. Advocates for cautious approach in volatile markets for better returns. In case of industrial, Mehra says: " I expect, sometime this year, maybe the story will be over. Of course, we have trimmed, we have changed stocks and we have done all of that but we are still overweight in that sector as we speak."

Pink Tax, is a commonly used term to describe the disparity in pricing of a product on the basis of gender-- where certain products are priced higher for women than for men.

A study based on demat account openings by women sourced from firms including Zerodha, Kotak Securities, Sharekhan, HDFC Securities, and IIFL Securities indicates a broader decline in the rate of demat account openings among women in 2023 when compared to the preceding three years. The exception to this pattern has been women in the age group of 20-30 years.