portfolio: ETMarkets PMSTalk: How First Global turned Rs 1 crore to 2.57 crore in 3 yrs, Devina Mehra decodes

“1 crore invested in our PMS has become 2.57 crores versus 1.87 crores in the index. And the returns came with lower volatility,” says Devina Mehra, Founder, and chairperson of First Global. In an interview with ETMarkets, Mehra said: “Key in international investing is that the leadership keeps changing terms of asset classes and countries … Read more

growth surprises: ETMarkets Fund Manager Talk: Why this Rs 35000 cr asset manager sees limited scope for growth surprises in 2024?

A fair part of the expected returns in 2024 probably came through in the last 2 months of 2024, as investors globally have discounted a steep rate cut cycle, says Shankar Raman, chief investment officer at Centrum Wealth. “As such, further upmoves require growth surprises hereon – in the context of a slowing global economy … Read more