The recent sell-off in Indian equities has raised concern among investors, but Samir Arora, Founder & Fund Manager at Helios Capital, believes the current market weakness looks more like frustration-driven selling rather than a sign of deeper trouble.

Arora said the sharp fall across stocks seems to reflect indiscriminate selling by some investors who are giving up after months of underperformance. He described the day’s move as unusual, with declines across segments despite no negative news. According to him, “right now, it looks like somebody is giving up on India… selling indiscriminately.”

Arora believes investors should wait before drawing conclusions. He said that nothing in the global environment suggests a strong reason to sell Indian stocks aggressively. The underperformance thi

See Full Page