Worst Is Over For India? | Samir Arora, Founder Of Helios Capital On Sonia Shenoy Podcast [hAf77EaTG4h]
This week on The Money Mindset we spoke to Samir Arora of Helios Capital Samir Arora does not mince his words. He has a very candid and simple approach to investing and markets. With over three decades of experience in the Indian equity markets, Samir breaks down the Helios way of investing, explaining why he focuses on elimination over selection We dive deep into his views on the AI threat to the IT sector, why he’s bullish on Quick Commerce, and his perspective on India vs. China in the global manufacturing race. Whether you are a retail investor or a seasoned professional, this conversation offers a masterclass in staying rational in a volatile market and building a global-ready portfolio. About the Money Mindset Podcast Hosted by Sonia Shenoy, Money Mindset is a podcast that brings together top investors, business leaders, and financial experts to decode wealth-building strategies, investment philosophies, and money management tips. Whether you're an aspiring investor, a finance professional, or someone looking to gain insights from market veterans, Money Mindset offers engaging, insightful, and practical conversations to help you make informed financial decisions. 🔔 Don’t forget to Like, Share, and Subscribe for more enriching conversations with industry leaders and trailblazers. Chapters 00:00 - Introduction 02:22 - Samir Arora on Indian market 07:11 - Sideways Market Frustrate Retail Investors? 09:31: Is the worst over for Markets ? 13:22: India Lagging in AI, Robotics 15:49 - What is India going to be good at? 18:07 - View on IT stocks 28:51: Contrarian Investing 36:25: "The Banking Sector Will Grow 1.5 times GDP" 38:56 - New Age Businesses 41:45 - Samir Arora on Investors not investing in Loss Making Companies 49:38 - How can an Investor make a corpus? 52:44 - Samir Arora on education, career and Investments 58:02 - Top 5 book recommendations