From Pharma To IT: Devina Mehra’s Top Sectoral Bets For 2025

Where Should You Invest in 2025? Devina Mehra Shares Insights. As we step into the new year, the big question is: where should fresh funds be allocated in 2025? Devina Mehra, Founder & CMD of First Global, shares her expert analysis on the sectors to watch and those to avoid. Highlighting a data-driven approach, she discusses why her portfolio is currently overweight on Pharma, IT, and Auto Components, while also favouring Industrial Machinery and Capital Goods for the long term. On the flip side, FMCG, though showing signs of bottoming out, remains under scrutiny, along with selective Chemical stocks. Devina also emphasises the importance of a quarterly reassessment process, leveraging Artificial Intelligence and Machine Learning to analyse stocks on a noise-free, price-free basis across all market caps. In this video, find out how Devina’s strategy is shaping up for 2025, the key themes she’s identified, and why adaptability and fresh perspectives are essential in volatile markets. 📌 Highlights of the Discussion:

Sectors Devina Mehra is bullish on in 2025.
Sectors to approach with caution in the new year.
Tips for retail investors to navigate uncertain market conditions.

📺 Tune in for actionable strategies and expert advice to shape your investment plan for 2025!