“First Global is overweight on several sectors including pharma, healthcare, auto and auto components, metals, FMCG, chemicals, and capital goods. The firm advocates for diversification in current market conditions, having already positioned for a commodity upcycle by reallocating funds into oil and metals.”
Devina Mehra’s track record: 4 graded calls · 95% CI 15–85%
Capital Goods sectorBullishCalled 01 Apr 2026Graded 19 Jul 2026
Nifty Capital Goods rose from ₹8630.10 to ₹9442.05, a gain of 9.41% over 90 days.
Read the original articleSee Devina Mehra’s full track record