Indian equity markets continue to move between global uncertainty and domestic earnings strength, with foreign flows, crude oil volatility, and macro headlines shaping near-term sentiment. In a conversation with ET Now, Samir Arora, Founder, Helios Capital shared a grounded but cautious reading of the current environment.
On foreign institutional investors, Arora said there is no fresh insight into their behaviour, but sentiment naturally weakens in falling markets. He remarked, “Everybody is a little bit upset… I do not have any new update.” According to him, the current phase is more about sentiment pressure than any structural shift in outlook.
