Samir Arora

Samir Arora of Helios Capital recommends Indian investors start with NASDAQ 100 for diversified tech exposure, add cybersecurity for thematic focus, and consider China tech ETFs like KWEB as a value play

Samir Arora: People are asking the wrong question on H1-B visa issue by focussing on the math

The margin math looks modest, but visa shocks reinforce a hostile US stance, AI disruption, and weak growth, weighing on Infosys, TCS and other IT peers.

No major outflows despite Trump tariffs and H-1B shock, bullish on FIIs' return, says Samir Arora

FIIs may have pulled out over $15 billion from India this year, but Helios Capital’s Samir Arora believes the country’s resilience against global shocks and domestic tailwinds like GST-led consumption and financial strength could bring flows back

Samir Arora’s flagship fund pounces on these four stocks in June — Here’s why analysts think they’re smart bets

Siemens Energy India, Vishal Mega Mart, Niva Bupa Health Insurance, and Swiggy are the four stocks that Samir Arora’s flagship fund picked up

This bear market is not like 2008, says Samir Arora

Arora argues that the current market downturn is a valuation-driven correction, unlike the 2008 financial crisis. Historical data also reveals that Indian markets have consistently rebounded from deeper corrections.

Markets simply don’t predict the future, they’re also compensating for the past: Samir Arora

After the sharp rallies Samir Arora noted, 'as long as you don't feel that you should reduce equity in favour of something else, because broadly it has corrected or that relatively a five-year number looks out of place… it is still a bull run'

Shankar Sharma and Samir Arora face off: Who will win?

Moneycontrol GWS 2025: An Indian bull can run only for five years, while American bulls can run for 10 years, says Sharma

Samir Arora's take on reciprocal tariffs: Unlikely to hurt bulk of Indian industries

Even without the threat of reciprocal tariffs, Arora believes India's high import duties hurt the economy by benefitting a select few companies at the expense of many others.

Samir Arora on markets: Close to bottoming out; FII selling should end soon, caused by disappointing Q3, rupee weakness

India saw the highest FII outflows in the Asia-Pacific region at $8.2 billion year-to-date, far higher than the $0.1–1.3 billion outflows in South Korea, Taiwan, Indonesia, Thailand, Malaysia, and other ASEAN nations.

Samir Arora and the ‘Bear’ Story: Safir Anand’s book on how 2008 crisis brought bears into a bull’s office

In the yet-to-be-published book, the author has collected mistakes done by veteran investors, fund managers and their learnings

Samir Arora mocks 'foreign economists' for reading too much into Trump's tariff hints

Instead of unveiling specific tariffs on China, Trump opted to have his administration focus on addressing global trade unfairness

Short sellers provide valuable research, says Samir Arora; disagrees with Ajay Bagga on Hindenburg

Following Hindenburg Research's winding down, there have been intense debates online, among them was the one between the two veteran investors

'To become a CEO, need to work hard': Helios Capital founder Samir Arora on L&T chief's remarks

Arora, an IIM graduate, has said the correct question to ask is how the promoters or chief executive officers come so far, suggesting it is because of hard work

Harsh Goenka weighs on L&T chairman's '90-hour work-week' remark, says 'work-life balance isn’t optional, it's...'

Earlier, actress Deepika Padukone also criticized Subrahmanyan for his comment. Taking to Instagram, she wrote, "Shocking to see people in such senior positions make such statements. #mentalhealthmatters (sic)."

FIIs compensated for selling in secondary markets in 2024 by buying even more in IPOs, QIPs: Samir Arora

FII flows are overall positive in India in 2024 (and negative in secondary markets), says the market veteran

Samir Arora bullish on gold and equities, says banks, IT and EMS promising themes for 2025

Fund manager Samir Arora believes the next year need not be a bearish year for equities, and worrying about an impending crash may not be obvious or needed. The stock market rally in US as well as India has not been 'wildly out of line', he added.

Honda and Nissan cannot handle the EV transition, says Helios Capital's Samir Arora as Japanese auto giants hold merger talks

'EV is not an opportunity for these legacy companies, it is a capital guzzling threat and akin to running on a treadmill,' says the market veteran

CLSA report shouldn't make investors unnecessarily excited, says Samir Arora

On November 15, in a tactical reversal, CLSA raised India allocation to a 20 percent overweight while cutting exposure to China

FIIs are mostly done with selling in Indian markets, says Samir Arora of Helios

'FIIs selling Indian stocks are doing so primarily due to ‘pathetic’ corporate earnings, rather than reallocating funds to the US or China,' says Arora at CNBC-TV18 Leadership Summit

Samir Arora's market philosophy: Things doing badly turn around fast, and things doing well don’t suddenly falter

Arora explained that the last three years have seen some of the lowest returns in history for Nifty, though the NSE 500 index has fared somewhat better

FIIs selling due to 'pathetic' earnings, not US or China reallocation, says Samir Arora of Helios

Weak earnings might not change in the next three months and rather, it would take another six-to-nine months for the earnings to come back, Arora said

Samir Arora's take on Korean promoters, after Hyundai Motor India’s poor Q2 show

Samir Arora offers a cheeky critique on Hyundai Motor India’s earnings, hinting at Korean promoters making the most of the recent listing.

'Capital gains tax on foreign investors is why the market is where it is; India should not get overconfident about capital': Helios Capital's Samir Arora

Capital gains tax imposed on foreign investors, Arora noted, could be seen as a deterrent to investment

Market experts warn long-term capital gains tax hike could deter FIIs, hinder market democratisation

Samir Arora highlighted that while pre-tax returns in India may seem promising, post-tax returns tell a different story due to the high capital gains tax, especially putting foreign investors at a disadvantage.

Sell India to buy China trade over, believes Samir Arora as Hang Seng dives 11%

Hong Kong stocks tanked after China's state planner did not disclose any details of how the country plans to roll out its massive stimulus.