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 Financial s Tresor Flexi fund was the top-performing PMS scheme last month with a 7.4% return, followed by Tresor Prive s 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 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."