Is the worst over for the markets? | Market ki Baat with Samir Arora & Neeraj Arora | Episode 5
Market ki Baat with Samir Arora & Neeraj Arora | Episode 5
In the 5th episode of Market ki Baat, we speak to veteran investor, CEO and Fund Manager of Helios Capital - Mr Samir Arora.
Samir has shared his views about how the share market will perform in the near term, why IT stocks are falling, and why he thinks the US may be heading for a recession. He also names 3 sectors and top stocks to watch for the next few years. Samir gives valuable & practical insights on some of the most fundamental concepts of investing -such as - how to pick stocks, what should be the ideal horizon for stock selection, when should we sell a stock and how to build a robust portfolio. Finally, Samir also names one sector that investors may avoid.
In the video:
0:00 - Introduction
2:05 - About Samir Arora
3:30 - Is it the end of bear market?
7:07 - Thoughts on inflation & its impact
10:30 - Inflation & impact on IT sector
14:04 - Top sectors to invest in & why?
18:53 - Top stocks to watch
22:12 - Can we predict the bottom?
22:55 - When should we buy stocks?
24:27 - Wealth through wisdom philosophy
27:09 - Why should big investors not disclose portfolio?
33:10 - How to select fundamentally strong stocks?
38:10 – Understanding valuations
40:34 – When to sell your investments
43:19 – How to make a robust portfolio?
49:28 - Portfolio diversification
53:45 - How should retail investors track their portfolio?
56:00 – MF vs direct stock investment
56:54 - Similarity & difference in Singapore market vs Indian market
57:48 - When to sell stocks?
1:01:46 – Top investment mistakes
1:03:50 – Top things to see for picking small cap stocks for long term
1:06:46 – Thoughts on chemical sector
1:08:13 - Conclusion with learnings
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