Indian IT stocks are currently around market weight, with potential for future performance despite AI concerns.
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Picking Stocks During War & Geo-Political Chaos: Stock Mantras with Devina Mehra & Rahul Jain
Rahul JainApr 25, 2026
The creator discusses building a stock portfolio amidst geopolitical chaos and market volatility. The guest emphasizes that historically, markets tend to forget geopolitical events relatively quickly, advising against overreacting to news. A key piece of advice is to never allocate 100% of a portfolio to equities, regardless of age or job security, as funds may be needed for unforeseen circumstances within a 7-10 year horizon.
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Apple's stock performance was poor for 17 years post-IPO, only significantly improving later.
Tesla's current capex plans and cash flow generation suggest the company may not be in a good state.
Amazon's cash flow call in 2001 was a significant event, indicating the company was out of danger.
Google, along with Nvidia, was one of the few tech stocks that outperformed the S&P 500 in 2025, while others lagged.
Nvidia, along with Google, was one of the few tech stocks that outperformed the S&P 500 in 2025, while others lagged.
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