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EXPLAINED: Samir arora | Vintage Vibes

Adani flagship is the next big India pick for Singapore’s Helios

Helios Capital Management is investing in Adani Enterprises, seeing potential in India's overlooked market. The asset manager bought shares, citing Adani's improving legal standing and business ventures. Adani plans significant investments in data centers and digital expansion, leveraging its energy assets. This move positions Adani as a proxy for India's…

The Economic Times

Avoid IT, focus on growth: Samir Arora's playbook for next 12 months

Investor optimism is rising on hopes of a US-Iran agreement, potentially easing energy market concerns and geopolitical uncertainty. Helios Capital founder Samir Arora believes peace in West Asia could remove a key market overhang and help control oil prices, with a focus on broader outcomes over deal specifics.

The Economic Times

ET Alpha Wealth Summit | FIIs haven't abandoned India, they've just reshuffled: Samir Arora

Foreign investors are not leaving India. They are shifting investments from top companies to other stocks. This rotation involves billions of dollars. Large companies saw selling, while mid-cap and growth-focused firms attracted new capital. This indicates a preference for growth over traditional value. The overall participation in Indian companies has…

The Economic Times

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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 India’s long-term earnings and growth story remains intact.

The Economic Times

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 cycles. Samir Arora of Helios Capital Management will discuss future wealth creation opportunities. The event explores whether market turbulence is over…

The Economic Times

ET Alpha Wealth Summit: Mapping the road to India’s next growth wave

India's strong economic growth faces scrutiny as global conditions remain uncertain. The ET Alpha Wealth Summit on June 4 in Mumbai will feature top economists and finance experts to analyze the durability of India's growth momentum. Discussions will cover consumption vs. investment-led growth, private capex revival, and wealth creation opportunities.

The Economic Times

ET Alpha Wealth Summit: Navigating the great wealth shift in an uncertain market cycle

The ET Alpha Summit in Mumbai brings together leading market voices to explore how investors should navigate expensive markets amid geopolitical uncertainty, inflation and volatility. The sessions focus on Saurabh Mukherjea’s take on the disappearance of cheap stocks and the need to rethink valuation discipline, alongside Samir Arora’s view on…

The Economic Times

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Market moves driven more by psychology than fundamentals: Samir Arora

Indian stock markets are caught between global worries and strong domestic company profits. Foreign investor activity, oil price swings, and economic news are shaping market mood. Samir Arora of Helios Capital believes current market jitters are more about perception than lasting damage. He notes corporate earnings are exceeding expectations.

The Economic Times

Samir Arora-backed Helios Flexi Cap Fund increases stake in Tata Motors, Eternal, Paytm, 8 others in April

Helios Flexi Cap Fund, backed by Samir Arora, boosted its holdings in Tata Motors, Eternal, and Paytm during April. The fund also increased its stake in eight other companies, including Hero MotoCorp and Bharat Electronics. Conversely, exposure was reduced in HDFC Bank, Reliance Industries, and Ather Energy. Titan Company and…

The Economic Times

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