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Samir Arora

Samir Arora

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India fund manager; frequent commentary on Indian stocks, earnings, and market structure

Recent Posts

Prioritize Understanding Over Constant Market Openings
Social•Feb 21, 2026

Prioritize Understanding Over Constant Market Openings

We should stop asking for stock markets to be open for every economic announcement so that traders can hedge their risks. Imagine if our market was open when these new tariffs were announced and old ones scapped- 12 hours later people are still asking whether the tariff for India is 18 pct or 28 pct or 10 pct now and whether this is temporary or final. Better understanding is more important than just open markets unless all traders feel they are above average in understanding and processing news and events faster.

By Samir Arora
Flat Earnings, 60% Stock Drop Signals Future Disruption
Social•Feb 10, 2026

Flat Earnings, 60% Stock Drop Signals Future Disruption

Interesting thing is to see 2nd Exhibit- earnings were OK (flattish) for 4 yrs but in the same period stocks were down about 60%. This is what can happen when there is view on longer term disruption which does not...

By Samir Arora