Devina Mehra from First Global suggests diversifying investments globally, being underweight on the US, and overweight on Europe, China, and slightly on India. She emphasizes that market leadership changes over time, cautioning against a ‘buy and forget’ approach. Mehra advises investors to stay invested, as missing key market days can significantly impact returns, despite current uncertainties.
Largecaps showing no fundamental change despite market bounce: Nischal Maheshwari
Investors are closely watching sectors like banking, manufacturing, auto distribution, and aviation after a recent rate cut. Analysts see temporary margin pressure for banks and
December 8, 2025