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Markets / The Economic Times

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Market has already turned, India outperforming global peers: Samir Arora

Indian markets have quietly turned, says Helios Capitals Samir Arora, noting that MSCI India is outperforming global peers despite muted retail sentiment. Arora believes GST cuts, rate cuts and tariff relief will fuel broader participation, with midcaps and smallcaps set for a catch-up rally. He warns against speculative broker stocks but remains bullish on financials and long-term domestic themes.

28 Nov 2025 4:13 pm