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[First Global @firstglobalsec]

Is your entire portfolio in one country?
Then you are not really diversified.

What may seem easy and obvious can SCCAR you forever.

Single currency, single country, single asset risk is to be avoided!

As your mother told you: Do not put all your eggs in one basket.

Real asset allocation means going beyond borders and accessing opportunities globally... And not just in the US.

The even more important question is how to do this Global diversification, because do it wrong, you can be worse off than before.

To learn how, go to the only Indian firm that has been global since 1999 (yes, really!)

Send a DM to us or write to [email protected]... We will take care of it from there.

[First Global @firstglobalsec]

नया Samvat, आपके Portfolio के लिए एक ज़रूरी सवाल: क्या आपका Asset Allocation सही है?

सिर्फ़ कई stocks रखना diversification नहीं है।

किन चीज़ों पर ध्यान देना ज़रूरी है यह जानने के लिए देखिए यह वीडियो।

@DevinaMehra explains what to review before making your next investment move👇

अपने Portfolio को बेहतर तरीके से समझना चाहते हैं?

DM us or email [email protected]

#InvestingGuideByDevina

[Devina Mehra @devinamehra]

नया Samvat, नई शुरुआत!

क्या आपने अपना Investment Portfolio check किया?

सिर्फ investment करना काफी नहीं है। यह जानना भी ज़रूरी है कि आपका पैसा कहाँ लगा है।

अलग-अलग stocks होने के बावजूद आपका निवेश कुछ ही sectors में हो सकता है।

और क्या सिर्फ FD और सुरक्षित विकल्प महंगाई को मात दे सकते हैं?

इस नए संवत में अपने Portfolio और Asset Allocation को ज़रूर review करें।

अपने निवेश को बेहतर तरीके से समझना चाहते हैं?

DM करें @firstglobalsec या [email protected] पर email करें।

आपने इस नए संवत में निवेश के लिए क्या सोचा है? कमेंट में बताइए।

[Devina Mehra @devinamehra]

नया Samvat, नई शुरुआत!

क्या आपने अपना Investment Portfolio check किया?

सिर्फ investment करना काफी नहीं है। यह जानना भी ज़रूरी है कि आपका पैसा कहाँ लगा है।

अलग-अलग stocks होने के बावजूद आपका निवेश कुछ ही sectors में हो सकता है।

और क्या सिर्फ FD और सुरक्षित विकल्प महंगाई को मात दे सकते हैं?

इस नए संवत में अपने Portfolio और Asset Allocation को ज़रूर review करें।

अपने निवेश को बेहतर तरीके से समझना चाहते हैं?

DM करें @firstglobalsec या [email protected] पर email करें।

आपने इस नए संवत में निवेश के लिए क्या सोचा है? कमेंट में बताइए।

[First Global @firstglobalsec]

Phone खरीदने से पहले इतनी research, तो अपने investments के लिए क्यों नहीं? 🤔

हम अपनी खून-पसीने की कमाई को किसी की tip या Telegram advice पर क्यों invest करते हैं?

इस Diwali, पैसे का सम्मान करें। सोच-समझकर और सही जानकारी के साथ निवेश करें।

@DevinaMehra shares an important reminder 👇

अपने investments को लेकर सही फैसले लेने में मदद चाहिए?
DM us or email [email protected]

आप सभी को दिवाली की शुभकामनाएँ! 🪔

#InvestingGuideByDevina

[Devina Mehra @devinamehra]

हम हर Diwali Laskhmi Maa की पूजा करते हैं।

लेकिन क्या हम अपने पैसों का सम्मान भी करते हैं?

Phone खरीदने से पहले research करते हैं।

फिर investment किसी की tip पर क्यों?

पैसे का सम्मान करें। सोच-समझकर निवेश करें।

निवेश से जुड़े सही फैसले लेने में मदद चाहिए?

DM करें @firstglobalsec या [email protected] पर email करें।

आपको दिवाली की बहुत बहुत शुभकामनाएँ।

[First Global @firstglobalsec]

One week changed the market story! 📉

Samvat 2082 was the worst-performing year in five years.

But without the final week's rally, the numbers would have been so much worse.

The Nifty and the Sensex would have been down 11 to 12% instead of the 3-4% that now shows up as the year's tally

The Sensex and Nifty ended the Samvat year in negative territory, while midcaps and smallcaps managed modest gains.

Also a reminder of what @devinamehra has been pointing out for a while that the risk of a down side was considerably smaller than the risk of missing out on a sharp upmove

As well as the data on how much your returns can go down if you miss out on just a few good market days.

What do you think lies ahead for the markets in Samvat 2083?

Share your views below. 👇

[First Global @firstglobalsec]

दादी-नानी की Gold Investment Strategy सही थी. लेकिन क्या आज भी है? 🤔

पहले Gold रुपये की गिरती कीमत से बचाव का एक अहम तरीका था।

लेकिन आज investment के options बदल चुके हैं.

@DevinaMehra explains why gold still matters, but why your entire currency hedge shouldn't depend on it 👇

अपने portfolio में Gold की सही भूमिका समझना चाहते हैं?

DM us or email [email protected]

#InvestingGuideByDevina

[Devina Mehra @devinamehra]

Was our grandmother's annual Dhanteras SIP into gold a good strategy?

We laugh at India's fascination for the yellow metal... But was there great wisdom behind it?

दूसरा प्रश्न यह: तब सही थी तो क्या दादी-नानी की Gold Investment Strategy आज भी सही है? 🤔

यह वीडियो देखिए और आपकी समझ में आ जाएगा कि आज क्या करना चाहिए।
क्या सिर्फ़ सोने पर निर्भर रहना सही है?

और अपने Portfolio में कितना Gold रखना चाहिए?

बेहतर Portfolio Diversification समझने के लिए @firstglobalsec को DM करें या [email protected] पर email करें।

और जानें कि आपकी investment strategy में Gold की कितनी भूमिका होनी चाहिए।

#InvestingGuideByDevina

[First Global @firstglobalsec]

Why you should not put all your investments in a single market... Even if the market is poise to do better next year.

From global stocks and currency risks to AI and gold, @DevinaMehra shares a perspective that challenges conventional investing wisdom.

Because building a strong portfolio isn't just about picking the right investments.

It's also about knowing where to invest and how to diversify.

Want to make more informed investment decisions?

📩DM us or email [email protected]

@bsindia

[Devina Mehra @devinamehra]

Today is the day we all worship Lakshmi Ma...but do we really respect her

What do our actions show?

As you celebrate the festival of lights do think about this

Wishing you all a very happy Diwali 🪔 🪔 🪔 and a peaceful and prosperous new Samvat

[Devina Mehra @devinamehra]

हम हर Diwali Laskhmi Maa की पूजा करते हैं।

लेकिन क्या हम अपने पैसों का सम्मान भी करते हैं?

Phone खरीदने से पहले research करते हैं।

फिर investment किसी की tip पर क्यों?

पैसे का सम्मान करें। सोच-समझकर निवेश करें।

निवेश से जुड़े सही फैसले लेने में मदद चाहिए?

DM करें @firstglobalsec या [email protected] पर email करें।

आपको दिवाली की बहुत बहुत शुभकामनाएँ।

[First Global @firstglobalsec]

Read full article: https://t.co/n76qcbYFJt

Article titled, "ET Wealth Expo: Investing globally? Why Indian investors should look beyond Nasdaq and diversify across asset classes, says Devina Mehra”

[First Global @firstglobalsec]

Is investing in the Nasdaq enough to diversify your portfolio?

Global investing goes beyond US tech stocks.

Today’s market leaders may not lead tomorrow.

At the ET Wealth Expo, @DevinaMehra explained why Indian investors should look beyond the obvious.

Which markets and asset classes should you explore?
What mistakes should you avoid?

Read the full article by @EconomicTimes, link in the thread below.

Want to explore global investment opportunities?

DM us or email [email protected]

PS: This interview was before the recent fall in US indexes

[Devina Mehra @devinamehra]

Was our grandmother's annual Dhanteras SIP into gold a good strategy?

We laugh at India's fascination for the yellow metal... But was there great wisdom behind it?

दूसरा प्रश्न यह: तब सही थी तो क्या दादी-नानी की Gold Investment Strategy आज भी सही है? 🤔

यह वीडियो देखिए और आपकी समझ में आ जाएगा कि आज क्या करना चाहिए।
क्या सिर्फ़ सोने पर निर्भर रहना सही है?

और अपने Portfolio में कितना Gold रखना चाहिए?

बेहतर Portfolio Diversification समझने के लिए @firstglobalsec को DM करें या [email protected] पर email करें।

और जानें कि आपकी investment strategy में Gold की कितनी भूमिका होनी चाहिए।

#InvestingGuideByDevina

[First Global @firstglobalsec]

Why you should not put all your investments in a single market... Even if the market is poise to do better next year.

From global stocks and currency risks to AI and gold, @DevinaMehra shares a perspective that challenges conventional investing wisdom.

Because building a strong portfolio isn't just about picking the right investments.

It's also about knowing where to invest and how to diversify.

Want to make more informed investment decisions?

📩DM us or email [email protected]

@bsindia

[First Global @firstglobalsec]

AI may change the world.
But will it make investors money?

History shows that successful technologies can still be poor investments.

Today’s AI boom is already bigger than many past investment booms.

@DevinaMehra explains how AI compares with past bubbles —and what investors should watch for 👇

Wondering what the AI boom means for your portfolio?

DM us or email [email protected]

#InvestingGuideByDevina

[Devina Mehra @devinamehra]

AI could be one of the most transformative technologies of our time.

But does that automatically make it a great investment?

Not necessarily.

History shows that even successful technologies can lead to poor investment outcomes when too much money flows in.

So I wanted to ask:

How does today’s AI investment boom compare with past booms?

The answer may make you look at the AI boom differently.

Watch the video to hear my thoughts.

If you’re trying to understand AI investing and what it means for your portfolio, DM @firstglobalsec

#InvestingGuideByDevina #AIBubble #StockMarket #AI #Investing

[Devina Mehra @devinamehra]

Can you tell me who gave you what last Diwali?

I am sure you will draw a blank...or nearly so

What’s a Diwali gift people remember even 20 years later?

We spend time choosing sweets and accessories but do the recipients remember them even a few months later?

I’ve always believed in gifts that leave a lasting impression. 📚

This Diwali, what if you gifted someone a book instead?

'Money, Myths and Mantras' could be a great start to understanding money and investing.

If you want to bulk order it, send a DM right away to @firstglobalsec

And of course you can order some other books. Because those are the only gifts that are remembered decades later.

[First Global @firstglobalsec]

Read full article: https://t.co/X54r5hLJdA

Article titled, "Indian markets likely to surpass average”

[First Global @firstglobalsec]

Indian markets could be poised for better-than-average returns.

But is India alone enough? 🌍
The surprising part? Even just US and India are not enough

In her @bsindia interview, @DevinaMehra shares her outlook on Indian markets and explains why global diversification matters for long-term wealth creation.

From India's market outlook to currency risks and opportunities beyond familiar markets, she challenges investors to think beyond home-market bias.

So, how should you balance Indian and global investments?

📖 Read the full article for her insights, link in the thread below

Need help with global diversification and smarter asset allocation?

DM us or email [email protected]

[First Global @firstglobalsec]

Want to understand stock valuation beyond the numbers?

@DevinaMehra recommends the book 'Valuation' by Tom Copeland for building a strong conceptual foundation.

What makes it a worthwhile read for investors?

Find out in the video👇

Want to make more informed investment decisions?

DM us or email [email protected]

#InvestingGuideByDevina

[Devina Mehra @devinamehra]

Looking for a good book to understand stock valuation? 📚

Here is one that I used and still recommend it to people who want to build a strong conceptual understanding of valuation.

But what makes this book worth reading?
And how can it change the way you look at a stock’s price?

Watch the video to hear my take.

Trying to make better sense of your investments?
DM @firstglobalsec

[Devina Mehra @devinamehra]

We clean our homes every Diwali but we forget something equally important

अलमारी, स्टोर रूम, पंखे सब साफ होते हैं बस आपका पोर्टफोलियो ही इस सफाई से बचा रह जाता है।

कुछ Investments ऐसी होती हैं जिन्हें हम आज दोबारा नहीं खरीदेंगे, फिर भी उन्हें पकड़े रहते हैं।

और सिर्फ़ Portfolio ही नहीं, अपनी Investing सोच की सफ़ाई भी ज़रूरी है।

क्योंकि हर पुरानी मान्यता सही नहीं होती। 🤔

इस दिवाली, अपने Investments को नए नज़रिए से देखिए।

📩बेहतर Investment Decisions लेने में मदद चाहिए? DM करें @firstglobalsec या [email protected] पर ईमेल करें

[First Global @firstglobalsec]

https://t.co/tSZxEI8cHK

[First Global @firstglobalsec]

October saw mixed performance across global financial markets, with weakness in equities offset by a recovery in fixed income and gains in REITs. Commodity markets remained broadly flat, while currency volatility showed some moderation.

The October Monthly Action Report provides an overview of key movements across global equities, REITs, commodities, currencies and fixed income.

Key highlights from the report:

Equities:

· Global equity markets were weak in October, with most major markets recording losses.
· Nasdaq 100 declined 6.6%, Emerging Markets fell 8.6%, and China dropped 6.0%. India gained 2.2%.
· Only 11 out of 41 global markets posted positive returns in October.
· Professional Services (+15.7%), Commercial Services (+13.0%) and Oil & Gas (+11.9%) were among the best-performing global industries.
· In India, only 28.8% of industries recorded positive returns. IT Services led with a gain of 19.3%.

REITs:

· US REITs gained 4.8% in October, while global REITs rose 2.3%.
· Global REITs outside the US recorded a smaller gain of 0.4%.
· Year-to-date, US REITs gained 6.2% and global REITs rose 4.9%, while global REITs outside the US declined 6.8%.

Commodities:

· The Bloomberg Commodity Index was almost flat in October, declining 0.1%.
· Energy was the strongest segment, gaining 7.9%.
· Precious metals declined 8.7%, while agriculture fell 5.3%.
· Energy remained the strongest commodity segment year-to-date, gaining 101.1%.

Currencies:

· USD/INR volatility eased to 5.0% in October from 5.2% in September.
· USD/INR volatility remained below its 2025 average of 5.4%.
· USD/CNY recorded volatility of 1.7%, while USD/SGD volatility stood at 3.4%.

Fixed Income:

· Global bond markets recovered in October, with five of the six bond categories recording positive returns.
· Emerging-market USD bonds led performance, gaining 1.6%.
· Global Aggregate bonds gained 1.2%, followed by Euro Aggregate bonds at 1.0%.
· Emerging-market high-yield bonds were flat during the month.
· Year-to-date, emerging-market high-yield bonds were the only category with positive returns, gaining 2.1%.

Read the full report — link in the thread below.👇