literally hang on to every word that fund manager Samir Arora utters. Be it his views on the global economy, or opinions about individual Samir Arora
companies, Samir Arora — founder of Helios Capital Management — is never afraid to call a spade a spade. He has spent more than two decades scouring financial markets for the proverbial Alpha, and in the process enriched many investors. Excerpts from the conversation with Mr Arora that was played out exclusively on ET Now. What are you watching more closely: the monetary tightening fears in China, or the start of a recovery in global economy? I think the global recovery would be the current interest. Although it looks like everyday the Shanghai Composite Index is falling, we seem to have already distanced from it. It is interesting to note that the MSCI India index is nearly 13% ahead of China so far this year. So, if China continues to fall sharply and leads to bigger fears on commodity prices, it would be a big negative for the world. But right now, it has already underperformed by 13% and it hasn’t really overly affected us. The bigger question is whether the world is out of a recession or not, and I think you’ll make a lot of money while people debate that. Once it’s clear that the world is out of recession, you’ll start worrying about tightening of interest rates, and withdrawal of liquidity. So you’ll not make as much money when it is clear that a steady recovery is under way. 6amesh shareway --~--~---------~--~----~------------~-------~--~----~ You received this message because you are subscribed to the Google Groups "Kences1" group. To post to this group, send email to [email protected] To unsubscribe from this group, send email to [email protected] For more options, visit this group at http://groups.google.com/group/kences1?hl=en -~----------~----~----~----~------~----~------~--~---
