'Don't compound a bad buy with a bad sell': Devina Mehra's two rules for global investing

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Devina Mehra, Founder and CMD of First Global, brought over two decades of global investing experience to the ET Alpha Wealth Summit, laying out two sharp, contrarian rules every investor must follow.Her first rule: stop treating the US as the entire world. Markets rotate — always. Her second rule: choose your fund manager ruthlessly. She pointed to GIFT City global products as a case in point, noting most have significantly underperformed benchmarks over the past year. Global investing, she stressed, is extraordinarily complex the list of top global companies has transformed entirely since the early 2000s, and you simply cannot manage it with two analysts riding a regulatory window. Her closing line on NASDAQ's 40% fall in 2022 was characteristically blunt: "Don't compound a bad buy with a bad sell.

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Видео 'Don't compound a bad buy with a bad sell': Devina Mehra's two rules for global investing канала ET Digital