Indian IT stocks witnessed a massive sell-off for the third straight session on Friday, February 13, following a rout in global technology stocks in the US market. The fall was triggered by lingering concerns over artificial intelligence (AI)-led disruption in the sector. It was further intensified by stronger-than-expected US employment data, which sharply reduced expectations…
The sharp selloff in Indian IT stocks amid renewed artificial intelligence concerns has exposed a deeper problem — an industry increasingly trapped by short-term thinking. Samir Arora, Group CIO and Fund Manager of Helios Capital, summed it up bluntly in a recent post on social media platform His comments come as Infosys, Tata Consultancy Services…
Stock Market Analysis: The debate of Indian stock market versus global investing has once again heated up. According to the latest analysis by veteran fund manager Sameer Arora, Indian equities have outperformed not only gold but also the world’s major stock indices in the last nearly three decades, that too after adjusting for the rupee’s…
Gold’s massive rally this year, which has easily eclipsed the equity market returns, has sparked concerns among investors about the better asset class for long-term wealth creation. Samir Arora, Founder and Fund Manager at Helios Capital, made a case for equity investing as he shared data to reinforce a common investing notion that equities have…
