Devina Mehra ka Funda: Geopolitics Ignore Karo, In Sectors Mein Invest Karo!

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AuthorVihaan Mehta|Published at:
Devina Mehra ka Funda: Geopolitics Ignore Karo, In Sectors Mein Invest Karo!
Overview

First Global ki head Devina Mehra ne ekdum clear kar diya hai ki market mein jo bhi geopolitical drama chal raha hai, uspar zyada dhyan dene ki zarurat nahi hai. Woh kehti hain ki asli focus toh Pharma, Banks aur Commodities par hona chahiye.

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Geopolitics ko bolo Bye Bye!

Devina Mehra ka kehna hai ki duniya mein jo bhi tensions chal rahi hain, unka market par asar bohot kam hota hai. Agar aapka desh khud is conflict ka hissa nahi hai, toh ispe zyada reaction dene ka koi fayda nahi. Market ko move karne wale factors kuch aur hain, ye geopolitical events sirf distractions hain.

Kahan lagana hai Paisa?

Toh phir kahan invest karein? Mehra ji bata rahi hain ki apna portfolio stable rakho. Pharma, auto, aur banking jaise sectors mein exposure bana kar rakho. Aur haan, commodities jaise oil aur metals mein apna investment thoda badha lo. Unka kehna hai ki ye sectors market ke shocks se bachane mein madad karte hain.

IT aur AI: Thoda Soch Samajh Kar

IT sector ke liye unka stand hai ki midcap companies par focus karna chahiye. Woh bolti hain ki IT sector mein girawat ki baatein zyada ho rahi hain, yeh sector resilient hai. AI ke baare mein woh thodi cautious hain. Unka kehna hai ki AI mein companies bohot paisa laga rahi hain, electricity aur paani bhi bohot lagta hai, aur expectations shayad bohot zyada hain. Ho sakta hai AI spending mein slowdown aaye, lekin isse overall tech sector ko nuksaan nahi hoga, ulta diversified portfolios ko fayda ho sakta hai.

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Disclaimer:This content is for educational and informational purposes only and does not constitute investment, financial, or trading advice, nor a recommendation to buy or sell any securities. Readers should consult a SEBI-registered advisor before making investment decisions, as markets involve risk and past performance does not guarantee future results. The publisher and authors accept no liability for any losses. Some content may be AI-generated and may contain errors; accuracy and completeness are not guaranteed. Views expressed do not reflect the publication’s editorial stance.