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.
QSR chains face margin pressure, not demand shock: Karan Taurani on fuel and LPG impact
Rising fuel and LPG prices are impacting India’s consumption landscape unevenly. While some sectors like QSR face margin compression due to high LPG dependence, others