FIIs may return as global flows tilt towards emerging markets, says Samir Arora

Samir Arora of Helios Capital is bullish on India’s equity markets, anticipating FII return as global allocations shift from the U.S. He notes U.S. market volatility and global diversification create opportunities for India, which has stable fundamentals. Arora expects steady market gains of 10-15%, aligning with corporate earnings, and views gold as a limited hedge.

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