In this 8th Episode of Season 2, we kick off with an insightful discussion with Mr. Samir Arora, Founder & Fund Manager at Helios Capital Management Pte Ltd, Singapore. Samir Arora has a remarkable track record of being the longest-serving Fund Manager in the country. Helios Capital currently manages an AUM of approx. USD 800 Million.

EPISODE HIGHLIGHTS:

- The Key Learnings from the Indian Market in the last 3 decades

- The Law of Elimination followed by the Helios Group

- The Parameters of Stock Picking

- The 2 Types of Stocks in a Portfolio: The Good Companies & The Emerging Good

TOPICS COVERED IN THE EPISODE:

- The right approach/philosophy for investing in equities

- The role of psychology & government reforms in deciding the valuation of a company

- Factors to consider when choosing a company or sector

- The characteristics of stocks with respect to confidence vis-à-vis returns

- The best philosophy for stock picking: Avoid the bad & reduce blunders

- How time plays a decisive role in stock selection

- What is "Potential for Disruption"?

- The difference between not knowing everything vs. not knowing anything

- The top 2 or 3 equity markets in the world worth betting on

- Why China’s stock market returns didn’t mirror its economic growth and how India differs

- The Chinese government's philosophy of "Shared Prosperity"

- How algo trading has affected market dynamics

- The phenomenon of the "Magnificent 7" stocks in the US

👉🏻Season 1: https://www.youtube.com/playlist?list=PL3FCO37Vkgcn1lKNqMk6EWNOLaouaK4Fk

👉🏻Season 2: https://www.youtube.com/playlist?list=PL3FCO37VkgckgBcBufHQO749WRS6d8lzK

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