Helios Capital founder Samir Arora believes investor pessimism toward India is driven more by a “negative halo effect” than weakening fundamentals. Speaking at the ET Alpha Wealth Summit, he argued that concerns around AI, valuations and FII selling are overstated, while Indias long-term earnings and growth story remains intact.

Indian markets are navigating slow earnings growth and valuation worries. However, experts see early signs of a cyclical recovery. Despite current challenges, a shift in global…

India is on the wrong side of the AI trade, warns Nirav Sheth. Foreign investors are chasing AI growth abroad, impacting Indian markets. Investors should focus on companies with…

Investors face market uncertainty. The ET Alpha Wealth Summit on June 4 in Mumbai brings together top investors. S Naren of ICICI Prudential AMC will share lessons on market…

Leading investors will convene at the ET Alpha Wealth Summit in Mumbai on June 4 to dissect market trends and identify opportunities. Discussions will focus on artificial…

Veteran investor Vikas Khemani said concerns over Indian equities stem largely from recency bias, not weakening fundamentals. Speaking at the ET Alpha Wealth Summit, he…

Helios Capital founder Samir Arora believes investor pessimism toward India is driven more by a “negative halo effect” than weakening fundamentals. Speaking at the ET Alpha Wealth…