Summaries by Devina Mehra

2 summaries by this author.

Critical

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

The author critically examines fund houses, arguing they promote investment fads, shifting advice too late for investors. The industry prioritizes asset gathering, launching thematic funds when themes peak, leading to investor losses. Managers exploit FOMO, dismissing poor performance. While advocating global diversification, the author reveals many Gift City product providers lack genuine global expertise, resulting in underperforming schemes. Global markets are complex, demanding deep understanding, not opportunistic repositioning. She warns against risky private credit offerings, emphasizing prudent risk management for fixed income.

LiveMint · Devina Mehra · May 20, 2026 at 6:56 AM

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Balanced

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

China has strategically pursued self-reliance in critical technologies, aiming to make other nations dependent. Its sustained economic growth and massive R&D investment, outlined in ambitious Five-Year Plans, have resulted in global dominance across fields like AI, quantum, and EVs. This long-term strategy has yielded significant results. The text highlights how China's control over rare earth minerals now poses a critical dependency for the US, particularly for rebuilding its depleted military arsenal after conflicts. Beijing has successfully positioned itself to control vital global supply chains, demonstrating effective strategic execution on a global scale.

LiveMint · Devina Mehra · May 6, 2026 at 6:30 AM

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