Whalesbook
Toh bhaiyo aur behno, Helios Capital ke Samir Arora ne ekdum clear kar diya hai ki India ki economy ke liye sabse bura time shayad nikal gaya hai.
Unhone bola ki crude oil prices ko lekar jo market mein panic macha hua hai, woh asal mein jitna lag raha hai utna bada issue nahi hai. Haan, daily cost increase $150 million tak ho sakta hai, par yeh burden oil companies, government, oil banane wale countries aur hum sab consumers mein bant jata hai, toh manageable hai!
Aur yeh jo Foreign Institutional Investors (FIIs) paisa nikal rahe hain aur Indian equities ka Asian peers ke comparison mein performance thoda peeche lag raha hai, Arora ka kehna hai ki yeh sab temporary factors hain, koi bade structural problems nahi.
Unhone yeh bhi bataya ki pichle kuch mahino mein jo cumulative $5 billion ka monthly FII outflow hua hai, woh market ke bade picture ke hisab se kuch bhi nahi hai. "Five billion dollars a month for five or six months is nothing — it is zero. Don't make it trouble," unka seedha kehna tha.
Arora ne investors aur government ko advise kiya hai ki external factors ko blame karne ke bajaye, domestic improvements par focus karein. Toh matlab, agar yeh temporary challenges khatam ho gayi toh Indian markets ke liye achha time aa sakta hai.