We at the First Global, just thought we would share our strategy for the past 30 days or so - a period of unprecedented turmoil & high volatility in the markets.
Go through the nine things we did to navigate the Market.
We avoided most of the downfall in markets in the month of February and March, in India and Globally, because our systems saw a major crash coming
As a result, we were the best performing asset manager in India in this period and among the best in the world as well
We started off in March with substantial cash positions in India and globally - we had started moving into cash several weeks prior to this
Around the third week of March, we went 80% into to US and Chinese equities in the Global portfolios of our clients
We went 100% invested in India on the 1st of April
The result of these tactical shifts has been that we have gained 11% in global markets since mid- March. Quite a few of our Global portfolio stocks hit all-time highs recently!
We have gained 7-8% in India in the month of April itself
As the results are speaking loud and clear, we do not need to say much more: Our (Hu)man plus machine model delivers very strong risk management which protects in brutal markets like what we have seen recently, and it participates very well in markets that are up-trending
Our methods are Objective. Unemotional. Unbiased. Neutral. We have no attachment to any view, to any rigid philosophy...let alone to any sector or company
We just thought we would give you a quick update as to how we are keeping our clients wealth safe and growing, right through this once-in-a-hundred-year calamity.
If you want any help at all in your wealth creation journey, just drop us a line via this link https://zfrmz.in/8pu8jTOHfXNt8lgA4giF?source=LinkedIn and we will be right by your side, super quick!
From the desk of
Shankar Sharma & Devina Mehra
Want to open your India PMS & Global Fund & PMS account with us? Email us on [email protected] and we will get you started super fast!!
Or WhatsApp us on +91 8850169753
Chat soon!
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Einstein taught us about relativity in nature. Now come Devina Mehra and Shankar Sharma of First Global to teach us about relativity in financial markets -- and raise some serious questions about just what is driving stock prices.
First Global reports are quite credible and, on occasion, more than that.
What prompts this mention is Intel's earnings report and the fact that First Global has had a pretty good bead on the company and its stock.
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Analyst Kuldeep Koul at First Global upgraded Advanced Micro Devices (AMD) to "buy" from "outperform," given the "exceptional traction" that the chipmaker's Opteron line of processors has been able to get.
Baidu Climbs on First Global’s ‘Outperform’ Outlook
Baidu Inc., the operator of China’s most-used Internet search engine, rose to the highest price in two weeks after First Global rated the shares “outperform? in new coverage.
Personality counts: Walmart's frugal, but Target charms
"It's better to take a slight hit on [profit] margins and keep on moving and inventing," says First Global Securities. And at least for now, Target is inventing in a way that appeals to consumers with money to spend.
Dead Batteries
At 11 times trailing earnings, Energizer is cheaper; Gillette's multiple is 25. But cheaper doesn't mean better, says First Global.
Bipinchandra Dugam @bipinchandra90
@devinamehra @firtglobalsec
invested in both GFF-GTS and Super I50. Thank you very much for such wonderful investing experience with completely new approach. In my 15years of investing first product I felt which close to what customer want.
Shishir Kapadia @shishirkapadia1
@firstglobalsec @devinamehra
by far you are the best, I have not come across transparency, acumen, global expertise, exposure, protection of capital, delivering return from any fund/ fund managers. Invested very small size in 3 products will keep on increasing it over the period
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