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Samir Arora

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On TV everyday we hear how FIIs are selling India because of its high valuations. They are selling for sure but it does not seem to be due to valuations. Extract from our latest Dhan Ki Baat.

On TV everyday we hear how FIIs are selling India because of its high valuations. They are selling for sure but it does not seem to be due to valuations. Extract from our latest Dhan Ki Baat.

50,093 次观看 • 1 个月前

Earlier in this decade investors made the elementary mistake of ignoring very high valuations and focusing only on the business strengths and writing books on how valuations do not matter and u should hold stocks for ever. We made a contemporaneous presentation on why this and BAAP in general does not work ( see on youtube or search in my tweet history). Now investors are making the exact opposite mistake of ignoring business uncertainty and focusing only on valuations. Buying during uncertainty is recommended when uncertainty is market related without threatening the underlying business- interest rates, market flows, politics etc. Here the issue is of business uncertainty and threat of disruption etc so all uncertainty is not of the same quality. Dinshaw S Irani - our current India CEO and IT analyt of Helios from 2005 to 2023 - has been brilliant in understanding and highlighting these differences.

Earlier in this decade investors made the elementary mistake of ignoring very high valuations and focusing only on the business strengths and writing books on how valuations do not matter and u should hold stocks for ever. We made a contemporaneous presentation on why this and BAAP in general does not work ( see on youtube or search in my tweet history). Now investors are making the exact opposite mistake of ignoring business uncertainty and focusing only on valuations. Buying during uncertainty is recommended when uncertainty is market related without threatening the underlying business- interest rates, market flows, politics etc. Here the issue is of business uncertainty and threat of disruption etc so all uncertainty is not of the same quality. Dinshaw S Irani - our current India CEO and IT analyt of Helios from 2005 to 2023 - has been brilliant in understanding and highlighting these differences.

36,458 次观看 • 1 个月前

Check out our new ad and give feedback below.

Check out our new ad and give feedback below.

54,423 次观看 • 3 个月前

Aisa mauka phir kahan milega

Aisa mauka phir kahan milega

35,403 次观看 • 3 个月前

Video A s better or Video B. A. B

Video A s better or Video B. A. B

181,146 次观看 • 2 年前

Do you like this? See and comment. Thank you

Do you like this? See and comment. Thank you

152,069 次观看 • 2 年前

I asked Sophia the most important question:

I asked Sophia the most important question:

82,576 次观看 • 1 年前

Kaun Chottu

Kaun Chottu

41,168 次观看 • 9 个月前

Saw Javed Akhtar show about stories behind his songs in Singapore. Outstanding show- did not enjoy a live event this much for a long time.

Saw Javed Akhtar show about stories behind his songs in Singapore. Outstanding show- did not enjoy a live event this much for a long time.

33,703 次观看 • 8 个月前

'Har term ke liye' mutual fund sahi hai.

'Har term ke liye' mutual fund sahi hai.

85,116 次观看 • 2 年前

I got worried that how come no one pointed out the froth in small cap stocks to investors and distributors truthfully on an open platform before- of course not. This is from Nov 2024

I got worried that how come no one pointed out the froth in small cap stocks to investors and distributors truthfully on an open platform before- of course not. This is from Nov 2024

57,845 次观看 • 1 年前

Thank you Motilal wealth. Usual disclaimer applies: Mutual fund investments are subject to market risks. Read the offer documents carefully before investing.

Thank you Motilal wealth. Usual disclaimer applies: Mutual fund investments are subject to market risks. Read the offer documents carefully before investing.

36,717 次观看 • 11 个月前

Honoured to ring the closing Bell at Bombay Stock exchange with the Helios Capital Asset Management India Pvt. Ltd team.

Honoured to ring the closing Bell at Bombay Stock exchange with the Helios Capital Asset Management India Pvt. Ltd team.

80,102 次观看 • 2 年前

Har ghar Helios Mutual Fund

Har ghar Helios Mutual Fund

25,859 次观看 • 9 个月前

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