Don't expect a V-shaped market recovery as that needs govt's intervention: Samir Arora

Samir Arora of Helios Capital

Ace market investor and Helios Capital founder Samir Arora on March 7 said he doesn't expect a V-shaped market recovery as that would require "government's intervention".  During a panel discussion at Moneycontrol's Global World Summit 2025 in Mumbai, Arora added that the market is set to bottom out in the next one or two months.

"It maybe go up 5-7 or 10 percent after that," he said.

"While the froth has built up in the broader market i.e. the small caps and mid caps, it is rather the overall market we are looking at – which is the 500-index," Arora said before presenting his outlook. "Instead of looking at how much it will fall, we should look at the time period," he said while referring to corrections in small and midcap.

The market expert further said that a five-year outlook on the stock market rather makes it difficult to track the investors' forecasts, typically when the market may already be beginning to make money in about three years.

"They (forecasters) say 'but we gave a five-year target' when we ask about the market already beginning to make money in three years. Again, in five years I may have become old," Arora said.

"We had a common saying in the business that equities beat debt. We used to typically say in the olden days in our mutual fund business - that a 'five-year target means you're going to probably retire before that,” he added.

He suggests to rather give broadly one-year numbers such that it can be tracked. "Otherwise, for four years, we can't catch you," Arora remarked on why the five-year or ten-year outlook is often unrealiable.

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