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Samir Arora is bullish on gold-equities, says banks and IT sector are better themes for 2025 – samir arora bullish on gold and equities says banks and it promising themes for 2025

Money manager Sameer Arora believes that after the rise in the stock markets of India and America in the last few years, nothing like ‘bubble’ has been seen till now. He also said that apart from equities, he is also bullish on gold. Speaking to CNBC-TV18, Arora said, ‘In the last bull run, we did not have a case like bubble boom. This period has been quite measured, because the supply side has been fine. People take it negatively, but supply has kept the entire market in balance.

Well-known investor Arora said that the stock market valuations are not appropriate. According to him, the 3-year return of Nifty 500 has been around 15% per annum, which is more or less in line with our historical average. Arora also said that correction is not a way to play in the stock market. He disagreed with the view that a correction in a good market is a better investment opportunity. He said, ‘It is possible that there may be a gradual correction or there may be a rise before falling.’

Arora said, ‘It is not clearly visible whether we need to be bearish, conserve cash or wait for the decline.’ Sameer Arora has expectations from the financial sector in the market and after June 2024 he is bullish on the IT sector. He is also bullish on shares of food delivery companies. Sameer Arora also told that he had sold Titan shares a year ago.

He said he also remains bullish on US stocks, where the bull run has been limited to 10-15 tech stocks and all these companies have been cash rich and beneficiaries of Artificial Intelligence.

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