Devina Mehra
Chairperson and MD, First Global
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jun 05
$48.02
-
Deeply negative sentiment historically increases the probability of stronger returns, and Indian equity valuations are not as elevated as commonly perceived. India also has diverse industries beyond AI, making it attractive relative to other emerging markets.
Macro
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