First Global

Profit हुआ तो Skill… Loss हुआ तो Bad Luck? But what if investing is actually a mix of BOTH? @DevinaMehra explains why successful investing is not just about skill…but when is it luck and when is it skill Watch Now! @NeerajCNBC

@firstglobalsec @devinamehra @ThisOrThatIndia She is absolutely right . This is the first thing anyone has to consider before investing

Short-term के लिए equity? या खुद अपने पैसे को risk में डाल रहे हो? सबको returns दिखते हैं… पर असली risk कोई नहीं देखता अगर timing गलत हो गई तो…? Short-term goals के लिए सही strategy चाहिए? DM करें या mail करें: enquiry@firstglobalsec.com @DevinaMehra @ThisOrThatIndia @BhartendraSingh

From my book 'Money Myths and Mantras' Most others are telling you to have some global investments or even to buy some bonds NOW because guess what, they have just discovered that Indian equity markets are unpredictable (and they have global investment products to sell) How many we were explaining the principles of asset allocation in 2024? Wrote this 2 years ago in the middle of the 2024 Bull market... Because asset allocation is not something you do as a kneejerk reaction, it is the basic principle of how you live your financial life. Want to understand these concepts better? Want other stuff that will really help your portfolio? Spend the 300 rupees and buy the book 😉 Link to order: amzn.in/d/7VmypsQ Want more specific guidance for your portfolio? Send a DM to @firstglobalsec PS: Good investment advice is boring... And hence repetitive @AjayAmin74

Why Iran has been extremely smart and strategic... and how that is playing out thehill.com/opinion/intern… Here's an article on how the Gulf nations are distancing themselves from the US and are not willing to support every military (mis)adventure of the latter... they have realised the dangers of hitching their wagon unconditionally to the US. THIS is exactly what I had predicted THREE DAYS after the conflict broke out 👇 This is a 2 month old post - it was posted on March 2, literally days after the conflict started. Since the early days of the war I have been writing that this was Iran's game plan all along - to make the war economically costly for the Gulf Nations - besides the direct hit to businesses, to also take away the safe haven image of especially the UAE - to get them to assess whether having the security umbrella of the US was really worth it - to understand that it was someone else's war but it was being fought on their territory while the US was comfortably far far away And Iran seems to be succeeding. Iran has played this whole conflict very very smartly. In January most of the world thought the country was run by a group of mad mullahs. They have shown both their strategic thinking and leadership depth. Played what looked like a bad hand admirably. And as I have quoted before "It may be dangerous to be America's enemy, but to be America's friend is fatal." -Henry Kissinger

मार्केट के महारथी अब किस सेक्टर और नई थीम पर देविना मेहरा ने लगाया बड़ा दांव? #MarketChat #StockMarket #MarketKeMaharathi @devinamehra @abhisheksatya @firstglobalsec

Markets are noisy. Headlines change daily. But smart investing isn’t about reacting… it’s about portfolio construction In this insightful podcast with @torahulj, @DevinaMehra breaks down how to build a smart, intentional portfolio, avoid common mistakes, and think beyond market noise. If you’re wondering where your money should go next, this episode is worth your time. 📩 Need help building your portfolio? DM us or mail at enquiry@firstglobalsec.com 🎥 Watch now

Market risk, AI fear, inflation, sectors to watch… लेकिन investors अभी सबसे बड़ी गलती क्या कर रहे हैं? @ETNOWSwadesh से इस बातचीत में @DevinaMehra shares her views on: * Why panic is not an investment strategy * Which sectors are looking stronger right now * AI bubble ya long-term opportunity? * The hidden risks in today’s markets * Why history matters in investing * And the books every investor should read और सबसे ज़रूरी — uncertainty के समय portfolio approach कैसी होनी चाहिए। If market uncertainty, portfolio confusion or global risks are worrying you, we help investors navigate markets with data-backed investing strategies. 📩 DM us or mail at enquiry@firstglobalsec.com @abhisheksatya

Many investors think market volatility is the biggest risk. Often, a poorly structured portfolio does more damage than temporary falls ever can. If investments don’t match your goals, risk appetite, and time horizon, even normal corrections can feel stressful. A balanced portfolio aims to grow in good times and stay resilient in tough ones. 📩 Need a second view on your portfolio structure? DM us or mail us at enquiry@firstglobalsec.com

@firstglobalsec Asset Allocation is the key.

@devinamehra @firstglobalsec Superb. Perfect analysis

Read article here: #931" target="_blank" rel="nofollow noopener">firstglobalsec.com/fg-in-the-pres… Article titled, “Markets likely near bottom range; stay invested: Devina Mehra”

Everyone’s waiting for a “perfect” market signal. But what if the market is already closer to the bottom than most people think? In this @EconomicTimes article, @DevinaMehra shares her views on market cycles, sector rotation, IT, power & why fear often creates opportunity. One line stood out: “When making money appears very easy… that is usually the worst time.” So… is this a phase to panic or prepare? Read the full article & decide for yourself. Link in the thread below!

The 20 year chart for crude oil in US Dollars Right now we have barely crossed $100...in case we have forgotten, over one and a half decades ago we spent YEARS in the hundred dollar plus range

Oil prices, AI disruption, weak global signals, pressure on markets… लेकिन ऐसे समय में smart investors क्या कर रहे हैं? @CNBC_Awaaz से इस conversation में @DevinaMehra ने बताया: * क्यों हर डर market crash नहीं होता * किसी भी चीज का एक तो पहला पहला असर होता है लेकिन second order effects को भी भूला नहीं जा सकता है * AI से Indian IT पर कितना असर पड़ सकता है * कौन से sectors अभी भी मजबूत दिख रहे हैं * और panic के समय investors सबसे बड़ी गलती क्या करते हैं Portfolio और market risks को लेकर confusion है? 📩 DM us or mail us at enquiry@firstglobalsec.com — हम आपकी investment journey simplify करने में मदद करते हैं. @_anujsinghal @virendraonNifty

@devinamehra loved this take ma'am. it was such an easy to understand read.

Investing is a Loser's Game. The only way to win it is to avoid the Big Loss! The star of the series on the Nine Most Important Investment Mantras by First Global Want to invest smarter and sleep better? And learn how to dodge those big losses with a few smart moves.💡 Drop your top investing tip in the comments! Get Your Investing Mantras Poster Today DM us to get the Exclusive High-quality Poster Need help? DM us or mail at equiry@firstglobalsec.com

The mathematical index that explains what is happens in electoral democracies...currently playing in Tamilnadu The Tamil Nadu government formation permutation- combination speculation reminded me of something I wrote a long time ago before the 1998 general election results. It is the Banzhaf Power Index* which explains that power is not equal to the number of seats. Thus if you need a 50% majority to form a government and there are 3 parties with 45%, 40% and 15% seats, their power in not in this proportion. They all have EQUAL POWER because any two can combine to form the government. On the other hand, there are scenarios where a party can have seats and no power. In the late nineties, we had Lok Sabha majorities that turned on a single vote. A single independent candidate could have as much power as the party with the largest number of seats in the Lok Sabha. That is what happened post the 1998 election that this weekly is anticipating. And that is why we had another election in 1999. It is also an interesting blast from the past on the political scene back then, with some players still around... and some not. * I read about this Index first in 'A Mathematician Reads the Newspaper' by John Allen Paulos

बहनों और भाइयों, कुछ समय में CNBC Awaaz पर @_anujsinghal and @virendraonNifty के साथ 10:05 am IST बहुत सारी बातें: बाजार अर्थव्यवस्था citizen appeals, AI और सबसे अहम क्या लगता है मार्केट क्या अच्छा लगता है और क्या नहीं मिलते है @firstglobalsec @fghumsmallcase @CNBC_Awaaz

Yes India is growing fast but does not mean that the Indian stock market is without risk... And then there is the currency risk Diversification works not just across stocks but also countries To have an all weather portfolio, you have to look across the world Not just India Not just India and the US either! Global exposure matters It helps reduce concentration risk AND boost returns First Global is the ONLY Indian firm with Global expertise going back to the 20th century. We are not selling Global exposure just because Indian markets have not done well of late, we help investors build smarter, globally diversified portfolios aligned to long-term wealth creation. 📩 Want to know what to do? DM us or write to equiry@firstglobalsec.com