Exclusive

Publication

Byline

Location

Devina Mehra: Some market dynamics don't change-playing the pioneer has always been a brave call

New Delhi, July 29 -- Great literature endures because human nature does not change. That is why lessons from the Mahabharata or the recently fashionable Odyssey are relevant thousands of years after ... Read More


Devina Mehra: What drives market euphoria? And why do we see the same story over and over?

New Delhi, July 15 -- Let me start with one of my favourite quotes from a book that explains financial bubbles elegantly, John Kenneth Galbraith's A Short History of Financial Euphoria: "There can be ... Read More


Devina Mehra: What makes investors do the very opposite of what they should?

New Delhi, July 1 -- If you give investors a long-term chart of the Indian equity market, they will be able to tell you that the right time to buy was when prices were low, and for profits to be booke... Read More


Investors beware: the AI frenzy differs from past tech booms in a crucial way

New Delhi, June 17 -- Recently, I heard Vinod Khosla declaring how artificial intelligence (AI) will improve the quality of human life beyond belief. He noted how wonderful it would be if every person... Read More


Devina Mehra: Musk will wield outsized power over SpaceX while public investors will have little say

New Delhi, June 10 -- This week, history is about to be made with the SpaceX initial public offering (IPO)-the largest IPO ever. The company's valuation is within touching distance of a mind-boggling ... Read More


Devina Mehra: why should India let foreign investors go beyond using derivatives to hedge portfolios?

New Delhi, June 3 -- Recently, Indians were asked to reduce energy usage through measures like work-from-home, car pooling, etc. Of course, this was consequent to the West Asia war and its disruption ... Read More


Devina Mehra: There's been a spurt of global and private credit funds-should you invest too?

New Delhi, May 20 -- Remember what fund managers were telling you in the last quarter of 2025-that you must have gold in your portfolio? It included even those who advised you just a year or two befor... Read More


Devina Mehra: There's been a spurt of private credit and global funds-should you invest too?

New Delhi, May 20 -- Remember what fund managers were telling you in the last quarter of 2025-that you must have gold in your portfolio? It included even those who had been advising you just a year or... Read More


Devina Mehra: China's long game is clearly working and it has left even the mighty US exposed

New Delhi, May 6 -- Recently, I attended a lecture on 'Long-term missions in a short-term world' by S. Gurumurthy. To me, the biggest example has been China. It has not only had an astounding growth s... Read More