HELIOS INDIA

Dinshaw Irani says that Helios has been so bullish on the financial sector that they brought out a first sector dedicated fund from the house of Helios which closed on June 14; it was a financial services fund. Anyway, Helios id loading up on that p...

​But the bottom line is that this is a big event and the FIIs who have been selling for the last few months are not going to sell like this anymore and therefore you will be in a sweet spot where domestic guys are buying and foreigners are trying to...

AbleCredit raised $1.25 million in a seed round led by Merak Ventures to address the credit gap in emerging nations using innovative AI solutions, aiming to process one million loan applications for small businesses.

​Obviously, nobody needs any tinkering around with the capital gains taxes and stuff like that where we hear a lot of soundbites coming out. So, if that is out of the way, I do not see any problems in the space that we are in today. Frankly, I mean,...

​​ Foreign investors are loading up on options to hedge their equity portfolios against a slide in benchmark indexes as they worry that Prime Minister Narendra Modi's party may not achieve the landslide victory predicted by opinion polls just weeks ...

The last major poll had estimated that the ruling Bharatiya Janata Party (BJP) party would win 342 seats, comfortably above the 272 majority required to return to power.

Out of these six funds, four funds will be passive funds (ETF and Index) and two will be sectoral funds. Motilal Oswal Mutual Fund has filed drafts for Motilal Oswal Nifty500 LargeMidSmall Equal-Cap Weighted Index Fund and Motilal Oswal Nifty India ...

​I think macro still is okay because you can always live on hope that after six months there will be interest rate cut and all that does not really matter beyond a point.

Samir Arora, Founder & Fund Manager of Helios Capital, discusses the recent BAT sale of stake in ITC, the strategy of retail investors, the performance of Paytm, PhonePe, Zomato, Bitcoin, and gold, and advises to remain bullish till budget for the n...

Samir Arora says coming to smallcaps, it does not matter if there is a graceful correction or a sharp correction because broadly the outperformance is unrealistic and not in line with any form of history, provided the cycle is over. In the middle of...

Samir Arora of Helios Capital discusses valuation, investment strategies, and risk management in the Indian market. He emphasizes the missed opportunity in the pharma sector and the underperformance of the consumer sector. He said willing to buy con...

Samir Arora, Founder of Helios Capital, discusses the performance of HDFC Bank, his investment in Paytm, and the attractiveness of PSU names. He highlights the impact of mega trends like digitisation and China plus one strategy on the Indian market....

Our belief is that going forward, it will be the finance segment which has been not doing too well of late because the heavyweights are not doing too well. But as I said that, it is mainly because of the liquidity constrain in the market today that ...

Samir Arora says: “I always used to say I do not like PSUs and now, we have six PSUs in our portfolios. We have HPCL, IRCTC, SBI and Bharat Electronics among others. We bought one QIP and sold it off. So, the point in general is, right now, if you s...

Samir Arora says: “When IPOs, which are oversubscribed 70, 80 times, if they are opening 10 and 20% higher, you know the end game is somewhere near. I really believe that some of the consumer durable, consumer discretionary stocks, other than auto a...

Dinshaw Irani says: “Among the commodity players, we do not like the cement space. We think there is enough capacity and beyond, just because of the price discipline that they have, they are managing to go ahead and we have seen that. There have bee...

“Some of the largecaps have been doing well otherwise, for example the consumer stocks like Levers. Then there are the IT stocks and the financial stocks. Broadly, we believe that the financial stocks have actually been delivering but they have not ...

“There are only 150 midcaps to play with whereas anything beyond 250 is smallcap. So, there are still some pockets of value within the smallcaps. But in the midcaps, some valuations are stretched. We are looking at a Santa Claus rally going ahead. W...

“FMCG is one area which one needs to avoid. I do not think sustenance of 60-70 PEs for most of these stocks – I am talking about one-year forward PEs – is possible, given that even the rural markets are not firing and the growth rates are in low tee...