Myths and mantras

Investors must be ruthless about stocks that have not done what they expected them to do. (Pexels)

Devina Mehra: Are you treating stocks in your portfolio like you treat exes?

4 min read . 12 Aug 2026

ChatGPT Work transforms the traditional AI interaction by autonomously gathering data from multiple apps to complete tasks. (REUTERS)

Devina Mehra: from wheat flour to ChatGPT—some things in business never change

5 min read . 29 Jul 2026

Human history is a tale of technologies that succeeded beyond measure but often still managed to bankrupt their investors.

Devina Mehra: Financial euphoria and why some things simply don’t change

5 min read . 15 Jul 2026

Whether it is equity, gold or any other asset class, investors should be careful if making money appears too easy.

Devina Mehra: Why investors do the opposite of what they should

4 min read . 01 Jul 2026

The field of artificial intelligence is evolving so fast that it is virtually impossible to predict the eventual winners and how long they will remain so. (REUTERS)

Devina Mehra: investors in the AI boom may be overlooking major risks

4 min read . 17 Jun 2026

SpaceX represents one of the most aggressive founder-control set-ups in modern corporate history. (REUTERS)

SpaceX IPO: does Musk have a divine right to rule the business?

4 min read . 10 Jun 2026

Foreign entities are taking away huge amounts of money as profits from purely speculative trades in derivatives. (Pexel)

Devina Mehra: why let foreign players use derivatives for speculation?

5 min read . 03 Jun 2026

Most of the fund houses offering Gift City products do not have global expertise.

Devina Mehra: what explains the rush to sell us global and private credit funds?

5 min read . 20 May 2026

China has focused on self-reliance as a key theme to reduce dependence on any foreign technology or materials, but the unstated part is to make the world reliant on it. (Reuters)

Devina Mehra: Beijing is playing the long game—and even America is vulnerable

4 min read . 06 May 2026

All stories of grand compounding successes are technically true, but what they leave out is vital.

Devina Mehra: Why part-truths may be more risky for investors than outright lies

4 min read . 22 Apr 2026

Everyone in Indian markets seems keen to emulate the late Rakesh Jhunjhunwala, or at least his investment results.

Devina Mehra: What smart money lessons does Rakesh Jhunjhunwala’s success offer?

4 min read . 08 Apr 2026

Markets are about both the pitfalls and opportunities that lie ahead, not what we have already passed. (AI generated)

Devina Mehra: Are you driving your portfolio looking backwards?

4 min read . 25 Mar 2026

The big dislocations in markets have not been due to geopolitics.

Devina Mehra: Wars and their market impact—What history tells us

4 min read . 11 Mar 2026

Most of what are sold as multi-year investment themes could be transformational technologies but the question is whether they make for the best investments.

Devina Mehra: Be wary of investment fairy tales on 'sure-shot' multi-year themes

3 min read . 25 Feb 2026

Privilege may be neither a necessary nor sufficient condition for success, but it is doubtless a starting advantage, including in fund-raising. (istockphoto)

The myth of merit and why rags-to-riches stories rarely tell the full truth

4 min read . 11 Feb 2026

The government has very little leeway for tax cuts or increased spending. (Bloomberg)

Devina Mehra: Does the Indian budget have room for more spending and tax relief?

4 min read . 28 Jan 2026

Work that is considered as 'women’s work' within the household, such as cooking, becomes something she is considered incapable of doing when it pays well. (istockphoto)

Devina Mehra: What are men and women good at? The answer may surprise you

4 min read . 14 Jan 2026

Chasing yesterday’s hot theme, asset class, sector or stock is a surefire way of ensuring under-performance.

Devina Mehra: Investing principles don’t change but here’s what to do in 2026

4 min read . 30 Dec 2025

Investing yourself is the best way to understand how the stock market game works.

Devina Mehra: Are you really the best manager for your investment portfolio?

4 min read . 17 Dec 2025

The cost of being in the AI game is rising.

Devina Mehra: Is there an AI bubble? Here’s what investors need to know

4 min read . 03 Dec 2025