No new sector has emerged; overweight on capital goods, industrials: Devina Mehra of First Global

No new sector has emerged; overweight on capital goods, industrials: Devina Mehra of First Global


Devina Mehra, founder and CMD, First Global

Synopsis

“I am a believer in quant strategies. Our basic investing engine is driven by an AI-ML model”, says Devina Mehra, founder and CMD of First Global. Speaking to Ami Shah, Mehra discusses her take on value vs. growth philosophy, why playing the options market instead of investing into quality companies is a dangerous trend, and benefits of risk management.

China is re-opening. How will this affect flows to Indian markets? What are the big triggers for FIIs to invest into Indian market? Firstly, I do not see any benefits to tracking FII flows into India in the sense of it impacting stock markets. However, looking at it from the foreign exchange reserves point of view is different. The reason being I have been tracking FII flows literally from the time the market opened up to Indian investors back

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Author: Shirley