PSU as a General Theme Is Over, No Need to Be Overly Concentrated While Choosing Stocks: Samir Arora

"Don't have Railway stocks in portfolio. PSU as a general theme is over. Fairly valued stocks will give returns based on earnings growth. MSCI flows impact is a momentum move for HDFC Bank. Pain of MFI sector has not bottomed out yet. Have around 7% stake in IT in portfolio. No need to be overly concentrated while choosing stocks.", says Samir Arora, Founder, Helios Capital

#samirarora #marketanalysis #valuations #liquidity #topstocks #budget #etnow #unionbudget2024 #budget2024 #topnews #stockmarket #businessnews #sharemarketnews

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[subodhbonde]

no body knows anything. everyone just goes with the flow.

[InvestingJourneyWithYogesh]

people have already made a lot of money in railway stocks...now we all know that they will not run as before...but most fund managers, who missed the bus, have this implicit tendency to justify themselves by criticising psu stocks including railways and defence

[praveenjd]

Is Sameer sir’s Rejection theory similar to piotroski score ?

[criticalrebel]

Samir is real person, I believe him, all like his sincerity, simple guy 🙏

[deepa-]

Pl carry discussion on Bank of Baroda.

[harpreetrajsingh]

My message broadcast to all Business news channels:

DIIs and retail investors should remain strong for atleast 2-3 months as it seems to be a selective FII conspiracy hand in glove with hindenburg and others to change the Indian sentiment for next two months to be able to enter India with US rate cut inflows by Oct-Nov at much lower levels. If intelligent anchors like you at all channels can keep the sentiment up by exploring this above story then FIIs will give up in two momths and enter at our conditions(of a decade long growth story premium). Hindenburg doesn't seen to be interested in the shortselling but has been probably already paid smartly by select cartel of FIIs. And thirdly while FIIs being major holders of Indian large cap banks manipulate them to lower the nifty, it should be noted by all Indian investors that PM Modi has mentioned Indian banks strength atleast 15 times in his Independence day speech, that should be enough indication for us and DIIs to buy our low valued banks in large chunks and pick the nifty in the process.

[ravindrahangarkatte]

Samir.. Markets can remain irrational till you and I and others remain solvent.. ..

[siddarthmohta]

Brilliant interview. Excellent human being

[chintandobariya]

Small cap and Mid cap market is irrational!

[pranabbanerjee]

if you think FII to preserve in market, common invester have to loose money to attract them, then you are foolish, they have to accept present reality.

[kumarabhishek]

Sip flows reported are Net Off..Debits from bank account

[avdheshpalliwal]

Ab gross and net flows dikh rahe hai reason inhe. It was always like this.

[RKK]

YOU should segregate PSU from PSU Banks.

[xprjzkb]

useless interview. very general talk no specific examples on his selection was provided. waste of time

[mahesh]

What ever just stay in quality ..rest all of this is nonsense