Founder & CMD. First Global.Cutting edge PMS & Global funds/portfolios. Bestselling book:Money Myths and Mantras. Fortune Top 50 Most Powerful Women. Gold🥇IIMA
The Blue Planet
Joined September 2016
- Tweets23.2K
- Following67
- Followers48.2K
- Likes70K
Pinned Tweet
This is the current performance of our smallcase India - exactly 5 years since launch in October 2021 (the first First Global product for retail investors in Indian markets)
FG HUM* ⬆️ 66.5%
Equity multicap ⬆️ 39.8%
Click firstglobal.smallcase.com
X Handle @fghumsmallcase
Takes care of your entire India equity portfolio... All headaches and tensions off
No new broking account.
No new DP account.
Simple.
Hassle-free.
Execution with one click if you agree with the recommended smart basket
* HUM: Human plus Machine system. The capabilities of AI combined with human expertise built up over 33 years.
@smallcaseHQ
बचाना है -
नदियों को नाला हो जाने से
हवा को धुआँ हो जाने से
खाने को ज़हर हो जाने से:
बचाना है- जंगल को मरुस्थल हो जाने से
बचाना है - मनुष्य को जंगल हो जाने से
- कुँवर नारायण
Even more true now than it was when it was written
AQI of~ 400 ( some say 1000 plus) in Delhi.
Thousands of trees being cut in Mumbai... and so it goes
#poetry
@hindisopan
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।
So many washed-up 60 plus men think that the women are attracted to them because of their personalities - severely delusional 🙄
Makes it easy
And of course I need not even mention that all these men were married to start with
Russia, China, Israel will have blackmail material on very many political leaders and corporate heads around the world... Not that the US will not be doing it as well
Oldest trick in the world!
China's imports of semiconductors exceed its imports of crude oil
Absolutely the logical thing to do for them
From Bill Gates to Jensen Huang, it appears the easiest way to derail US tech is via the ... of those ruling the roost
And this is BEFORE the full Epstein files
Post the Diwali pooja and headed to Manav Kaul's latest at @PrithviTheatre
Just love his writings
Wish you all a very happy Diwali and a new Samvat that brings you all that you desire.
Ustad Bismillah Khan received every Padma award and then the Bharat Ratna. He played the shehnai at the Red Fort on 15th August 1947 heralding the dawn of a newly independent Nation
youtube.com/shorts/kuCLs_k-3…
In all his interviews his speaks of the sukh and sukoon of being in his beloved Banaras
Absolutely heart breaking to see his home being demolished
Why do we not pay any attention to our cultural heritage?
If you travel around the UK for instance, and if a writer has stayed anywhere for even 2 years they will have a plaque outside the home commemorating this
Let alone for major writers like Shakespeare and Wordsworth, they have tours around the books of Beatrix Potter and James Herriot.
Great for culture preservation. Great for tourism
And here we have just carelessly demolished the life time home of one of the greatest Indian cultural icons 😥
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
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।
Have been pointing this out much before the recent global tech crash
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
Nostalgia is hard-wired within us but do think about the following when we say that festivals are not the same as what they used to be the far lower 'home-made' content
त्योहारों की जो हमारी मधुर स्मृतियां हैं सब एक ही चीज पर निर्भर हैं - घर की स्त्रियों की जी तोड़ मेहनत जिसके लिए कोई उन्हें न कोई पैसे देता न धन्यवाद।
पुरुष तो आराम से पसरकर पकवान खाते हैं बैठक में और घर की महिलाएं पसीने से तरबतर रसोई में ढेरों लोगों के लिए उन्हें बना रही होती - तिस पर जिन स्त्रियों ने उन्हें बनाया होता ह उन्हें शायद वह खाने भर को भी नहीं मिलते। बचा खुचा सा कुछ ही उनके हिस्से आता जिसे वह 'कोई बात नहीं' या 'मुझे तो यह पसंद ही नहीं' कह कर टाल देती।
सोचिए जरा आपको यह भी मालूम है कि आपकी माँ या नानी दादी का सबसे प्रिय व्यंजन कौन सा है या था। वह तो आपको ब्यौरेवर बता सकती हैं की क्या चीज घर के एक-एक सदस्य को पसंद है।
जब हम सोचे कि आप पहले जैसे त्योहार नहीं होते तो इस बारे में भी जरूर विचार करें।
If you say that sweets or other festive dishes are no longer made that home, are YOU making them to keep the tradition alive?
Diwali is everywhere. You are celebrating it at home, at work, with your friends.
You cleaned up end to end. You're planning a grand Lakshmi puja and are praying to the goddess for prosperity and abundance.
But think about it, have you gone beyond the rituals and made all the right Diwali move for your portfolio?
My column in Mint this week
Tell me in comments which are the things you have done and what is still missing.
Wishing you and yours a very happy Diwali 🪔 🪔 🪔 and a great new Samvat
@firstglobalsec
@fghumsmallcase
@livemint
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।
Was India's much derided obsession with the yellow metal madness or wisdom?
Point to ponder on the day we buy gold
Happy Dhanteras
May you be blessed with peace and prosperity
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
From one air conditioned weather to the other. Soon after Shillong, at Dehradun as the Chief guest on Founder's Day at Welham girls.
In my speech, my message in a nutshell was that girls should not forget their own dreams and put someone else's happiness and goals above their own. And their parents also remember that the daughters are as much inheritors as their sons
The young women should not to dim their light in the workplace or in families and societies.
As a child when I heard women say that all their ambitions were now for their spouses or their children, I used to wonder that if this happened in every generation when do the girls get to achieve their dreams
Happy that the message resonated with all sections of the audience...lot of taalis throughout 😊
I work on spreading this message even if it is one or two girls at a time!
It is a cause for me.
Delighted to see the high standard of everything from the art exhibition to the stage productions (both of absolutely professional quality) to nukkad nataks to rigorously designed psychological studies and more.
Really the standard of all round education here is superb.
And the hospitality from the staff at all levels has been outstanding too.
A great experience in every way
@WelhamGirls
@JayantKrishnaIN
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
Devina Mehra retweeted
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.
मुश्किल से जो लब तक आई है एक कहानी वो भी है
और जो अब तक नहीं कही है एक कहानी वो भी है
एक फ़साना मुझको सुनाया उम्र के चलते पहिये ने
और बचपन से जो रुकी हुई है एक कहानी वो भी है
- सलमान अख्तर
#poetry
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.
Devina Mehra retweeted
क्या इस Diwali share market की चाल बदलेगी?
दो साल की सुस्ती के बाद, क्या अब तेजी लौटेगी?
इस Diwali Special में @DevinaMehra ने नए संवत और market के future पर अपनी राय साझा की है।
AI Bubble: कितना बड़ा रिस्क?
IT Stocks: क्या बुरा दौर खत्म हुआ?
Pharma & Auto: क्या तेजी जारी रहेगी?
Banking Stocks: किन जोखिमों से सावधान रहें?
Market की valuation और निवेशकों का sentiment भी क्या संकेत दे रहे हैं?
Need help making informed investment decisions?
To know more, DM us or email us at [email protected]
@CNBC_Awaaz
@_anujsinghal
@virendraonNifty
“My experience is, you go talk to kindergarten kids or first-grade kids, you find a class full of science enthusiasts. And they ask deep questions.
‘What is a dream, why do we have toes, why is the moon round, what is the birthday of the world, why is grass green?’
These are profound, important questions. They just bubble right out of them.
You go talk to 12th grade students and there’s none of that. They’ve become leaden and incurious. Something terrible has happened between kindergarten and 12th grade and it’s not just puberty.”
- Carl Sagan
Curiosity is a superpower
Also knowing what you really UNDERSTAND and where you only know the vocabulary and jargon
I always told my research analysts never to use a formula where they did not know the derivation and not to use a model where they could not tell me the assumptions and limitations. Without that you do not understand what that model can do and where it will fail.
Want to know what happened in the world in every region's stock markets Bond Markets, currencies and more?
Here is a full round up!
Follow the handle as your window to markets in the world
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.👇