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<p><strong>Sectors to invest in Diwali:</strong> Helios Capital founder and fund manager Sameer Arora, in a special conversation with Zee Business Managing Editor Anil Singhvi, explained why investors haven’t seen big gains this year. While some funds launched between November 2023 and March 2025 have delivered 27–56 per cent returns, overall market gains are modest if timed exactly over the year. “If you look at precise 12-month periods, markets are flat, but Flexi Cap funds are up around 6 per cent,” Arora said.</p>
<p> </p>
<blockquote><p dir="ltr" lang="hi" xml:lang="hi"><a href="https://twitter.com/hashtag/DiwaliOnZee?src=hash&amp;ref_src=twsrc%5Etfw">#DiwaliOnZee</a> | 'इकोनॉमी दमदार, दिवाली शानदार'</p>
<p>इस साल बाजार में क्यों नहीं बना पैसा?</p>
<p>क्या आखिरी 2 महीने में हो सकती कमाई?</p>
<p>अगली दिवाली तक बाजार के लिए क्या है सबसे बड़ा रिस्क?</p>
<p>US Tariffs से बाजार पर कब तक रहेगा दबाव?</p>
<p>अगले एक साल में कैसी रहेगी बाजार की चाल?</p>
<p>Ecommerce और… <a href="https://t.co/kZXnCWJu9F">pic.twitter.com/kZXnCWJu9F</a></p>
<p>— Zee Business (@ZeeBusiness) <a href="https://twitter.com/ZeeBusiness/status/1978736822998995104?ref_src=twsrc%5Etfw">October 16, 2025</a></p></blockquote>
<script async="" src="https://platform.twitter.com/widgets.js" charset="utf-8"></script><h2><strong>Short-Term Gains Possible</strong></h2>
<p>He noted that even if the next two months do not see massive returns, it won’t hurt most investors. Earlier years saw high growth, so annualized returns around 18–19 per cent are still reasonable.</p>
<h2><strong>Biggest Risks Until Next Diwali</strong></h2>
<p>The US market and tariffs remain the key risk for Indian investors. “If bubbles form in the US, there’s a risk of a burst. Short-term issues include US tariffs on India and global capital allocation shifts,” Arora explained. He remains cautiously optimistic as talks between Indian and US leaders have eased some pressure, and foreign institutional investor selling has slowed.</p>
<h2><strong>Sector Opportunities: E-Commerce, New-Age Companies and IT</strong></h2>
<p>Arora sees potential in e-commerce, digital platforms, and new-age companies. Consumer spending habits are changing—people prefer buying online rather than in cash—benefiting organized and tech-enabled businesses. “E-commerce, fintech, and delivery platforms that survived intense competition have started generating profits,” he said.</p>
<p>For IT stocks, Arora believes the sector is attracting new investments, especially with growing digital and AI revenues. While revenue growth is modest relative to India’s GDP, long-term prospects remain strong.</p>
<h2><strong>Gold and Silver Outlook</strong></h2>
<p>Regarding precious metals, Arora said gold remains an anti-dollar hedge, with central banks and ETFs driving demand. Silver, however, lacks the same institutional support, making it more volatile. “Gold is being hoarded physically and through ETFs; silver is emerging as a ‘poor man’s gold,’” he added.</p>
<h2><strong>Outlook for the Year Ahead</strong></h2>
<p>Arora is confident about earnings recovery over the next year. “Estimates for earnings growth have been revised down, but corrections are mostly over. The financial sector and consumer demand are showing positive signs,” he said.</p>
<p>Investors should watch short-term US developments and tariff negotiations, while sectoral opportunities in tech, digital, and organized consumer platforms continue to offer potential returns.</p>


Sectors to invest in Diwali: Helios Capital founder and fund manager Sameer Arora, in a special conversation with Zee Business Managing Editor Anil Singhvi, explained why investors haven’t seen big gains this year. While some funds launched between November 2023 and March 2025 have delivered 27–56 per cent returns, overall market gains are modest if timed exactly over the year. “If you look at precise 12-month periods, markets are flat, but Flexi Cap funds are up around 6 per cent,” Arora said. #DiwaliOnZee | 'इकोनॉमी दमदार, दिवाली शानदार'इस साल बाजार में क्यों नहीं बना पैसा?क्या आखिरी 2 महीने में हो सकती कमाई?अगली दिवाली तक बाजार के लिए क्या है सबसे बड़ा रिस्क?US Tariffs से बाजार पर कब तक रहेगा दबाव?अगले एक साल में कैसी रहेगी बाजार की चाल?Ecommerce और… pic.twitter.com/kZXnCWJu9F— Zee Business (@ZeeBusiness) October 16, 2025Short-Term Gains PossibleHe noted that even if the next two months do not see massive returns, it won’t hurt most investors. Earlier years saw high growth, so annualized returns around 18–19 per cent are still reasonable.Biggest Risks Until Next DiwaliThe US market and tariffs remain the key risk for Indian investors. “If bubbles form in the US, there’s a risk of a burst. Short-term issues include US tariffs on India and global capital allocation shifts,” Arora explained. He remains cautiously optimistic as talks between Indian and US leaders have eased some pressure, and foreign institutional investor selling has slowed.Sector Opportunities: E-Commerce, New-Age Companies and ITArora sees potential in e-commerce, digital platforms, and new-age companies. Consumer spending habits are changing—people prefer buying online rather than in cash—benefiting organized and tech-enabled businesses. “E-commerce, fintech, and delivery platforms that survived intense competition have started generating profits,” he said.For IT stocks, Arora believes the sector is attracting new investments, especially with growing digital and AI revenues. While revenue growth is modest relative to India’s GDP, long-term prospects remain strong.Gold and Silver OutlookRegarding precious metals, Arora said gold remains an anti-dollar hedge, with central banks and ETFs driving demand. Silver, however, lacks the same institutional support, making it more volatile. “Gold is being hoarded physically and through ETFs; silver is emerging as a ‘poor man’s gold,’” he added.Outlook for the Year AheadArora is confident about earnings recovery over the next year. “Estimates for earnings growth have been revised down, but corrections are mostly over. The financial sector and consumer demand are showing positive signs,” he said.Investors should watch short-term US developments and tariff negotiations, while sectoral opportunities in tech, digital, and organized consumer platforms continue to offer potential returns.

The next two months do not see massive returns, it won’t hurt most investors. Earlier years saw high growth, so annualized returns around 18–19 per cent are still reasonable

No big returns yet? How Diwali could be a game-changer for investors, explains Helios Capital’s Sameer Arora

news-no-big-returns-yet-how-diwali-could-be-a-game-changer-for-investors-explains-helios-capital-s-sameer-arora-381162

Sectors to invest in Diwali: Helios Capital founder and fund manager Sameer Arora, in a special conversation with Zee Business Managing Editor Anil Singhvi, explained why investors haven’t seen big gains this year. While some funds launched between November 2023 and March 2025 have delivered 27–56 per cent returns, overall market gains are modest if timed exactly over the year. “If you look at precise 12-month periods, markets are flat, but Flexi Cap funds are up around 6 per cent,” Arora said.   #DiwaliOnZee | इकोनॉमी दमदार, दिवाली शानदार इस साल बाजार में क्यों नहीं बना पैसा? क्या आखिरी 2 महीने में हो सकती कमाई? अगली दिवाली तक बाजार के लिए क्या है सबसे बड़ा रिस्क? US Tariffs से बाजार पर कब तक रहेगा दबाव? अगले एक साल में कैसी रहेगी बाजार की चाल? Ecommerce और… pic.twitter.com/kZXnCWJu9F — Zee Business (@ZeeBusiness) October 16, 2025 Short-Term Gains Possible He noted that even if the next two months do not see massive returns, it won’t hurt most investors. Earlier years saw high growth, so annualized returns around 18–19 per cent are still reasonable. Biggest Risks Until Next Diwali The US market and tariffs remain the key risk for Indian investors. “If bubbles form in the US, there’s a risk of a burst. Short-term issues include US tariffs on India and global capital allocation shifts,” Arora explained. He remains cautiously optimistic as talks between Indian and US leaders have eased some pressure, and foreign institutional investor selling has slowed. Sector Opportunities: E-Commerce, New-Age Companies and IT Arora sees potential in e-commerce, digital platforms, and new-age companies. Consumer spending habits are changing—people prefer buying online rather than in cash—benefiting organized and tech-enabled businesses. “E-commerce, fintech, and delivery platforms that survived intense competition have started generating profits,” he said. For IT stocks, Arora believes the sector is attracting new investments, especially with growing digital and AI revenues. While revenue growth is modest relative to India’s GDP, long-term prospects remain strong. Gold and Silver Outlook Regarding precious metals, Arora said gold remains an anti-dollar hedge, with central banks and ETFs driving demand. Silver, however, lacks the same institutional support, making it more volatile. “Gold is being hoarded physically and through ETFs; silver is emerging as a ‘poor man’s gold,’” he added. Outlook for the Year Ahead Arora is confident about earnings recovery over the next year. “Estimates for earnings growth have been revised down, but corrections are mostly over. The financial sector and consumer demand are showing positive signs,” he said. Investors should watch short-term US developments and tariff negotiations, while sectoral opportunities in tech, digital, and organized consumer platforms continue to offer potential returns.

No big returns yet? How Diwali could be a game-changer for investors, explains Helios Capital’s Sameer Arora

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