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US Funds Shy Away From China, Shift Focus to India: Experts

US Funds Shy Away From China, Shift Focus to India: Experts
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Market Highs, Potential Volatility: What should be the Investment Strategy?

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.

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Risk management does not work well in small and mid-caps: Devina Mehra

Risk management does not work well in small and mid-caps: Devina Mehra
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Risk Management: Cutting exposure to capital goods, industrial; waiting for IT to bottom out: Devina Mehra

Devina Mehra of First Global reflects on the market s 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."

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