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.
Expect limited upside in near term, stick to stock-specific strategy; Vedanta, Motherson among top picks: CA Rudramurthy BV
Indian markets are struggling to maintain gains despite positive domestic news. Global factors and foreign selling are creating caution. Short-term traders are advised to reduce
December 10, 2025