Samir Arora of Helios Capital suggests a 10-15% annual equity return expectation, aligning with market performance. He expresses concern over slow earnings growth in IT and large consumer sectors, needing improvement to boost the market. Arora is pessimistic about the IT sector’s future, citing US uncertainty and AI’s role in replacing jobs as significant challenges for India.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets