expert views

Manage your risk, choose stocks carefully, but stay invested: Devina Mehra

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Manage your risk, choose stocks carefully, but stay invested: Devina Mehra

Devina Mehra, Founder & CMD, First Global, says when there is fear, anxiety and uncertainty, that is when the next period returns are above normal. When everything looks very good and as was the case in 2024, when people were saying, “I am conservative and I want only 35% compounding”, that is when the next … Read more

Gold and silver: The rebound has run into resistance

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Gold and silver: The rebound has run into resistance

After facing strong selling pressure in July, gold and silver prices rebounded as the US dollar and real US bond yields rolled over. This rebound has, meanwhile, run into resistance as it was lacking the support from safe-haven seekers. Our base case remains that safe-haven demand should fade further, assuming that the US economy does … Read more