Helios Capital ke Samir Arora bol rahe hain ki Indian markets ab turning point par hain. Earnings **14-15%** grow hone ka chance hai, par FPIs ka exodus aur tax policy ka tension abhi bhi bana hua hai.
Market mein kab aayegi raunaq?
Market veteran aur Helios Capital ke founder Samir Arora ne ek bahut important observation share kiya hai. Unka manna hai ki hum ek turning point ke paas khade hain. Arora ne predict kiya hai ki corporate earnings 14-15% tak grow kar sakti hain, jo dollar terms mein 11% ke aas-paas padega. Global investors ke liye ye figure bahut crucial hai kyunki pichle kuch time se rupee ki girawat ne unke gains ko kaafi hurt kiya hai.
Kya hai positivity ka reason?
Arora ne iske peeche kuch bade points bataye hain:
- US Policy: US mein leadership change se trade environment behtar hone ke chances hain, jisse tariffs aur visa issues mein relief mil sakta hai.
- Tax Stability: Government ka tax framework ko review aur stabilize karna investors ka bharosa wapas laane ke liye zaruri hai.
Challenges abhi khatam nahi huye
Haalaanki ye outlook positive hai, lekin 2026 ka saal kaafi tough raha hai. Foreign Portfolio Investors (FPIs) ne lagbhag ₹3 Lakh Crore ka maal bech kar market se nikala hai. Is selling ke peeche crude oil prices aur US Treasury yields ka bada role hai.
Investors ke liye kya hai catch?
Sabse bada risk abhi bhi capital gains tax regime ko lekar uncertainty hai. Arora ke hisaab se, agar policy consistent nahi rahi, toh market sentiment kharab ho sakta hai. Investors ko ab rupee stability aur fiscal policy par nazar rakhni hogi. Agar companies ne 14-15% earnings target meet kar liya, toh India global capital ke liye phir se hottest destination ban sakta hai.