Lemme try to summarise .. 1. Stay away from the froth 2.sectoral valuations intact 3. FII flows have little correlation 4. China factor matters to commodity prices nd not Indian equity prices 5. Large caps are intact and not overvalued 6. IPO frenzy not worth it 7. Bubble blame is with you and not external factors 8. Remember investing is a losers game 9. Role Of technology (AI) / rule of game has changed - human judgment has noise 10. Look at global investing 11. Over weight Health, Pharma , Autocomponents, IT, chemicals & fmcg.. underweight capital goods and industrial machinery .. zz under weight banks/lenders due to the risk & unemployment/lesser consumption .. stay invested & risk management first !!
Very Nice Podcast as usual Devina ji.❤
Thank you
That was a great fireside chat Devina!! Yes fund managers just found earnings are tanking .. hehe ❤
Every conversation with Devinaji is excellent and eye opener thanks madam.
thank you
This lady is very-very intelligent. She bring fresh perspective all the time.
Thank you
Excellent interview by Devina ji...Frankly spoken and lots of wisdom 👍
Thank you! Glad you enjoyed the insights!
Thank you
Lemme try to summarise .. 1. Stay away from the froth 2.sectoral valuations intact 3. FII flows have little correlation 4. China factor matters to commodity prices nd not Indian equity prices 5. Large caps are intact and not overvalued 6. IPO frenzy not worth it 7. Bubble blame is with you and not external factors 8. Remember investing is a losers game 9. Role
Of technology (AI) / rule of game has changed - human judgment has noise 10. Look at global investing 11. Over weight Health, Pharma , Autocomponents, IT, chemicals & fmcg.. underweight capital goods and industrial machinery .. zz under weight banks/lenders due to the risk & unemployment/lesser consumption .. stay invested & risk management first !!
blast from Devinaji....seen her interviews..but here she is faaaar open....good
Thanks!
A longer format allows you to explain things properly 😊
Fantastic
Very impressive presentation
Thank you🙂
Thank you
Good piece of wisdom from Devinaji
Thanks!
Thank you
Wonderful interview indeed❤❤❤
Thank you!
Thanks so much!
Great Interview
Thank you.
Thank you
Nice ,i enjoy reading her twitter
Thank you
Thank you
Great information
Thank you.
Very valuable insights presented by Devinaji. Thank you for the open and bold discussion.!!!
Thank you!
Thank you
Very informative
Thank you.
Thanks