devina mehra

“I would still say that the risk is in sitting it out but unlike 2021 this is not a market where everything will go up so be choosy about sectors about companies but be invested,” says…

This is a time when many many variables around the world have to be watched; currencies have to be watched and the Fed is more hawkish than the European Central Bank, says Devina Mehra,…

“We are still somewhat overweight on IT, but not hugely. In any case, we do not take very skewed sector bets. We are always quite well diversified in terms of sectors and companies,” says…

With multiple global macro headwinds creating a perfect storm for the domestic equity market, almost 85 per cent of PMS funds, used by HNIs to park their surplus funds, failed to beat Nifty…

Although bank stocks have been a favourite of FIIs and other institutional investors for a long time as the sector is often seen as a proxy to economic growth, PMS fund manager Devina Mehra…

“India will do a bit better than the other emerging markets and do a bit better than overall markets also, not just emerging, but again one has to be choosy here. That is the broad theme…

After decades of being confined to history books at least for the Western world, inflation has been making a comeback for the last few quarters. It started with the rally in commodities,…

“We have increased our exposure to some commodities and metals. Let me also tell you that a number of stop losses were also hit. We just exited wherever that happened. That has been the…

"One has to look at export or import substitution sectors, particularly in line with the PLI scheme. There will be some pockets in chemicals, auto and auto components. We do not like the…

The frenzy in a particular IPO or even just after that IPO listing, is not often a very good indication of the long term prospects of the company, says Devina Mehra, Chairperson & MD,…