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ET Alpha Wealth Summit: Markets are best played by optimists, says Samir Arora on India's investment outlook

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.

Raccontata daeconomictimes.indiatimes.com

Timeline cronologica

  1. martedì 2 giugno 2026·economictimes.indiatimes.com

    India in “peak pessimism” phase, but cyclical recovery may lift earnings: Arbind Maheswari

    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…

  2. martedì 2 giugno 2026·economictimes.indiatimes.com

    'India is on the wrong side of the AI trade': Emkay's Nirav Sheth sounds the alarm

    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…

  3. martedì 2 giugno 2026·economictimes.indiatimes.com

    ET Alpha Wealth Summit: Decoding market cycles and India's next wealth creators

    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…

  4. mercoledì 3 giugno 2026·economictimes.indiatimes.com

    ET Alpha Wealth Summit: What's next for markets, AI and India's growth story?

    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…

  5. giovedì 4 giugno 2026·economictimes.indiatimes.com

    ET Alpha Wealth Summit: India outperformed emerging markets over a 10-15 year period; market lag is recency bias: Vikas Khemani

    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…

  6. giovedì 4 giugno 2026·economictimes.indiatimes.com

    ET Alpha Wealth Summit: Markets are best played by optimists, says Samir Arora on India's investment outlook

    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…