Samir Arora of Helios Capital discusses the Indian market, noting IPOs trading below issue price and block deals. He believes market strength drives selling, not the reverse, and sees limited logic for significant market gains beyond 10-15%. Arora emphasizes bottom-up stock picking, seeking companies with strong earnings growth amidst a moderately positive economic backdrop, focusing on sectors with less disruption.
BSE, IndiGo likely to replace IndusInd Bank, Hero MotoCorp making way in Nifty50 index
BSE Ltd and InterGlobe Aviation may soon be part of the Nifty 50 index. A reshuffle is expected in August. The revised list will likely