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covering exciting investing ideas and opportunities in India.
Devina Mehra is the founder and managing director of First Global - a securities firm which later transformed into a global asset management firm.
She is a gold medalist from the Indian Institute of Management (IIMA), Ahmedabad and as well as Lucknow University (Maths, Stats, English).
Her claim to fame is recommending HDFC Bank stock at an adjusted price of less than Re 1. But that's nowhere even close to the successes she has racked up over her career. She founded First Global, which is today one of India's most successful global research firms.
Along the way she has had a string of successful calls including recommending Amazon in 2001.
You'll often see her get quoted in the Wall Street Journal, Financial Times, Forbes, Fortune, Business Week, Barron's etc.
Oct 3, 2022
Listen in to a fascinating conversation where we discuss all this, and our usual favourite topics of portfolio construction, portfolio sizing and asset allocation. It's a must listen...