Welcome to our Podcast, which is all about Investment Wisdom!

In this 8th Episode of Season 2, we kick off with an insightful discussion with Mr. Samir Arora, Founder & Fund Manager at Helios Capital Management Pte Ltd, Singapore. Samir Arora has a remarkable track record of being the longest-serving Fund Manager in the country. Helios Capital currently manages an AUM of approx. USD 800 Million.

EPISODE HIGHLIGHTS:
- The Key Learnings from the Indian Market in the last 3 decades
- The Law of Elimination followed by the Helios Group
- The Parameters of Stock Picking
- The 2 Types of Stocks in a Portfolio: The Good Companies & The Emerging Good

TOPICS COVERED IN THE EPISODE:
- The right approach/philosophy for investing in equities
- The role of psychology & government reforms in deciding the valuation of a company
- Factors to consider when choosing a company or sector
- The characteristics of stocks with respect to confidence vis-à-vis returns
- The best philosophy for stock picking: Avoid the bad & reduce blunders
- How time plays a decisive role in stock selection
- What is "Potential for Disruption"?
- The difference between not knowing everything vs. not knowing anything
- The top 2 or 3 equity markets in the world worth betting on
- Why China’s stock market returns didn’t mirror its economic growth and how India differs
- The Chinese government's philosophy of "Shared Prosperity"
- How algo trading has affected market dynamics
- The phenomenon of the "Magnificent 7" stocks in the US

👉🏻Season 1: https://www.youtube.com/playlist?list=PL3FCO37Vkgcn1lKNqMk6EWNOLaouaK4Fk

👉🏻Season 2: https://www.youtube.com/playlist?list=PL3FCO37VkgckgBcBufHQO749WRS6d8lzK

Start your journey towards better financial goals with us today:

👉🏻Website: https://niravpanchmatia.in/
👉🏻Instagram: https://www.instagram.com/nirav_panchmatia/
👉🏻Spotify Podcast: https://podcasters.spotify.com/pod/show/nirav-panchmatia
👉🏻Apple Podcast: https://podcasts.apple.com/us/podcast/nirav-panchmatia/id1704295531
👉🏻YouTube: https://www.youtube.com/@niravpanchmatia