First Global

It is arguable that a better strategy of boosting private investments even using a direct tax route may have been to provide specific tax breaks for investments as has been done a number of times in the past.

Market Highs, Potential Volatility: What should be the Investment Strategy?

When you are positive in the medium term but there can be some ups and downs in the short term, the best strategy is to remain invested, but to be hedged, writes Devina Mehra, the Founder and Chairperson of First Global.

Goldilocks Or Bear Trap? There are two key risks to consider in this market

Developments over three days caused a wave of buying across assets

The 'best period' for manufacturing in India was 2006-2010: First Global

The PMS shared long-term data from World Bank and the interesting insights it revealed

Shankar Sharma likens investing in smallcap stocks to betting on a marathon race

The 60-year-old said he is not someone who has a concentrated portfolio as the risks in the smallcap are relatively higher and thus it makes sense to have a diversified portfolio.

Shankar Sharma's 4 AM strategy, Brightcom blueprint and lessons learnt from bad bets

While explaining this strategy, Sharma has a word of caution and a piece of advice – this strategy is not for everyone and position sizing is key here. He also outlines the criteria for selecting what he calls 4 AM stocks.

Capital goods our top sectoral pick in India, says Devina Mehra

The sentiment is a contra indicator and the best time to be in the market is when people are the most downbeat, says Devina Mehra, founder and chairperson of asset manager First Global

Ladies, take charge of your finances! Six golden rules to get you started

The CMD of First Global, Devina Mehra writes that true independence comes from managing your own money

Women shouldn't drift along, putting others’ happiness before theirs: Devina Mehra

'Militant feminist' and the CMD of First Global has always called out gender insensitivity, even as a young teen

Why half-truths can be more dangerous than outright lies, argues Devina Mehra

When looking at data presented by anyone else or even by yourself, check not just whether it is technically correct but what it leaves out.

Books that help you see beyond ticker tapes and through bubbles, that anger and illuminate

These are some of the best the author picked in the first half of 2022, which can help a reader see inflation, product design and workings of a legal system in a new light

Shankar Sharma pays balance 75% of money for stake in Brightcom Group

On March 10 morning, the Brightcom shares on the Bombay Stock Exchange gained 4.97% to trade at Rs 91.90 apiece.

Why following successful investors sets you up for failure, Devina Mehra of First Global explains

Even if you are studying an index or backtesting any strategy, survivorship bias is the use of a current index membership set rather than using the actual constituent changes over time.

Mid, small-caps a decent place to be in, says First Global's Shankar Sharma

The Indian market had performed poorly in the last 10-12 years and the current rally still has a long way to go, says Sharma.

Supply shortage, soaring demand drive up commodity prices, Shankar Sharma explains backwardation in lumber and tin

The premium for commodities that can be delivered now versus later into the future is the highest since 2007, signalling just how strong is the demand for raw materials and how tight supplies are.

The Market Podcast | 'Frog in the well' syndrome has limited investors to India, go global says Shankar Sharma

Don't think only India, don't think only global. We need to be in every place where the money is supposed to be made, says Shankar Sharma.

Asset allocation appears deceptively simple: Devina Mehra of First Global

The Mantra: There is always a ‘Bull Market’ somewhere in the world, even as there is a ‘Bear Market’ elsewhere at the very same time!

Shankar Sharma: Why fund managers 'storify' investments and why it is risky

With greater amounts of data being available, the need to "storify" has increased, write Shankar Sharma and Devina Mehra.

The Market Podcast | Time to go global! Sensex has delivered nothing in last 10 years: Shankar Sharma  

Kshitij Anand talks to Shankar Sharma, co-founder of First Global, about investing in global markets and the value of small caps.

D-Street Talk Podcast | The movie ‘March’ turned bad even before the interval: Shankar Sharma

Shankar Sharma’s India-focused PMS strategy, Indian Multi-Asset Allocation Portfolio (IMAAP), fell just 3 percent against a 23 percent, while the other scheme ‘India Super50’ fell by over 7 percent in the same period.

We are in the midst of a 'Made in India' crisis: Shankar Sharma

“We are not in the middle of a global slowdown," the ace investor said.

Tough to regain pre-demonetisation growth momentum: First Global

Impact of it could go beyond December and the government will have to provide some stimulus to boost businesses and people, said Shankar Sharma, VC and Joint MD of First Global.

Global focus on EMs, bond yields to move markets: Shankar Sharma

Speaking to CNBC-TV18 Shankar Sharma of First Global said that India is in a good shape. Within emerging markets, India is a steady one, he said, adding that FII selloffs don‘t determine market outcomes.

Ongoing correction normal; like mid, small caps: Shankar Sharma

Market has rallied a lot from February lows and it is normal to see a correction of 7-8 percent after a big run feels Shankar Sharma of First Global speaking to CNBC-TV18 on a day when the Nifty slipped below the key resistance level of 8,750.

Budget 2016: Govt needs to spend more on infra, says Shankar Sharma

In an interview to CNBC-TV18's Udayan Mukherjee and Sonia Shenoy, Ramesh Damani, Member of BSE, Mahesh Nandurkar of CLSA and Shankar Sharma of First Global shared their expectations from Arun Jaitely's Union Budget and their outlook on the road ahead.