Samir Arora, founder of Helios Capital, disclosed that India’s mutual fund SIP numbers are overstated, with actual net flows at Rs 10,000 crore monthly. He advised balancing market enthusiasm with vigilance on valuations and potential risks. Arora also warned about tax hikes impacting FII investments and recommended a careful approach to choosing stocks.
Avoid euphoric valuations, keep cash for better entry points: Pankaj Tibrewal
Pankaj Tibrewal of IKIGAI Asset Managers finds current valuations too high for new investments. Defence sector valuations are especially prohibitive. Cement sector, particularly in South