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‘Thank God I don’t hold stocks forever’: Samir Arora on MTNL default and long term investing myths
Posted in Business

‘Thank God I don’t hold stocks forever’: Samir Arora on MTNL default and long term investing myths

Estimated read time 3 min read
Posted on July 16, 2025
by Joelgalvan

Helios Capital founder Samir Arora has reacted to MTNL’s RS 8,584.9 crore loan default by pointing to it as a…

Learn More Leave a Comment on ‘Thank God I don’t hold stocks forever’: Samir Arora on MTNL default and long term investing myths
markets: ETMarkets Smart Talk | Normal monsoon to revive rural demand, boost FMCG and auto Stocks: Samir Bahl
Posted in Business

markets: ETMarkets Smart Talk | Normal monsoon to revive rural demand, boost FMCG and auto Stocks: Samir Bahl

Estimated read time 6 min read
Posted on June 18, 2025
by Joelgalvan

A normal monsoon in 2025 could be the catalyst rural India needs to bounce back, setting off a chain reaction…

Learn More Leave a Comment on markets: ETMarkets Smart Talk | Normal monsoon to revive rural demand, boost FMCG and auto Stocks: Samir Bahl
Economic recovery isn’t enough, earnings must follow: Samir Arora
Posted in Business

Economic recovery isn’t enough, earnings must follow: Samir Arora

Estimated read time 5 min read
Posted on June 16, 2025
by Joelgalvan

“So, we are also expecting it to go up 10%, 12%, 15% over a year and therefore, maybe this is…

Learn More Leave a Comment on Economic recovery isn’t enough, earnings must follow: Samir Arora
market strategy: India set to gain from shift in global asset allocation: Samir Arora
Posted in Business

market strategy: India set to gain from shift in global asset allocation: Samir Arora

Estimated read time 6 min read
Posted on June 16, 2025
by Joelgalvan

“So, for our own global fund we had 74-75% in US till say Jan end and now, of course, it…

Learn More Leave a Comment on market strategy: India set to gain from shift in global asset allocation: Samir Arora
Indian markets more at risk from US economic fallout than direct tariffs, warns Samir Arora
Posted in Business

Indian markets more at risk from US economic fallout than direct tariffs, warns Samir Arora

Estimated read time 2 min read
Posted on April 2, 2025
by Joelgalvan

India’s stock market is more vulnerable to shocks from the United States economy than from direct tariffs imposed on the…

Learn More Leave a Comment on Indian markets more at risk from US economic fallout than direct tariffs, warns Samir Arora
‘Much-needed course correction may bring pain but…’: Samir Arora says Trump’s measures will avert financial collapse
Posted in Business

‘Much-needed course correction may bring pain but…’: Samir Arora says Trump’s measures will avert financial collapse

Estimated read time 3 min read
Posted on March 16, 2025
by Joelgalvan

Samir Arora, founder and fund manager of Helios Capital, on Sunday said that US President Donald Trump is undertaking a…

Learn More Leave a Comment on ‘Much-needed course correction may bring pain but…’: Samir Arora says Trump’s measures will avert financial collapse
Samir Arora increases cash allocation from 2% to 21% in February in Helios Flexi Cap Fund
Posted in Business

Samir Arora increases cash allocation from 2% to 21% in February in Helios Flexi Cap Fund

Estimated read time 3 min read
Posted on March 11, 2025
by Joelgalvan

With the Indian stock market witnessing volatility and the benchmark index – BSE Sensex down by over 5% in February,…

Learn More Leave a Comment on Samir Arora increases cash allocation from 2% to 21% in February in Helios Flexi Cap Fund

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