Where should investors place their bets in 2026? Devina Mehra of First Global says forget narratives and focus on data. She argues that “high conviction” investing is often just getting married to a story and that sector preferences must be based on fresh quarterly numbers. Mehra reveals she remains overweight on pharma, healthcare and auto components, has selectively added banks and FMCG, and keeps IT at market weight. She also challenges the popular belief that foreign institutional inflows drive Indian markets, saying long-term data shows no correlation between FII flows and market returns. Her bottom line, ignore the hype, rebalance portfolios based on hard evidence.
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