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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.
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Timeline cronologica
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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…
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'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…
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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…
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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…
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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…
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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…
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AI threat overblown: Why Invesco’s Hiten Jain is doubling down on IT stocks
Invesco Mutual Fund's Hiten Jain offers a contrarian view, identifying the tech rout as a significant buying opportunity and dismissing broad PSU rallies. He highlights smart…
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India’s AI gap keeps global investors away, but valuations are turning attractive: Punita Kumar Sinha
India is currently sidelined from the global AI investment boom due to its lack of semiconductor manufacturing. While the Indian IT sector has corrected, market veteran Punita…