2027 Investment Playbook with 5 Drivers | 5 Sectors | 5 Themes I Samit Arora I PMS AIF WORLD
THE 2027 INVESTMENT PLAYBOOK | 5 DRIVERS, 5 SECTORS & 5 THEMES | SAMIR ARORA | HELIOS CAPITALWhere will India's next wave of wealth creation come from? Which sectors could outperform? And how should investors position their portfolios for 2027?
In this special conversation, **Kamal Manocha, Founder & CEO, PMS AIF WORLD**, engages with **Samir Arora, Founder & Fund Manager, Helios Capital**, to decode the Indian equity markets, emerging investment opportunities and the big themes shaping the next investment cycle.
With over three decades of market experience, Samir shares his candid views on India's earnings growth, global capital flows, new-age businesses, manufacturing, financials, IPOs, portfolio construction and his outlook for 2027.
## CHAPTERS & KEY DISCUSSIONS
00:00 – Introduction & The State of Indian Markets
04:15 – India's Earnings Recovery & Global Market Performance
08:00 – Crude Oil, Currency, Geopolitics & The Global AI Trade
12:24 – Active Fund Management, Alpha Generation & Portfolio Construction
14:58 – The 2027 Investment Playbook: Strategy & Positioning
16:38 – Private Banks: Opportunities in ICICI Bank & Kotak Mahindra Bank
18:10 – Identifying Tomorrow's Wealth Creators: Ather, Paytm & Eternal (Zomato)
20:19 – Three Major Investment Themes: Financials, New-Age Businesses & China+1 Manufacturing
23:48 – Disruption Fund, Unlisted Equities & Pre-IPO Investments
27:11 – Quick Commerce, Platform Businesses & Evaluating High Valuations
30:43 – IPO Opportunities & India's Emerging Manufacturing Businesses
33:05 – Consumption: Traditional FMCG vs New-Age Challenger Brands
36:53 – Deep Tech, Category II AIFs & Mid/Small-Cap Opportunities
41:17 – Nifty 50 Valuations, Large Caps & Banking Opportunities
45:00 – Indian IT Sector, AI Disruption & Why Coforge Stands Out
47:58 – The Art of Selling: When to Hold, Trim or Exit Investments
51:55 – Defence Sector & Direct Stock Investing vs Professional Fund Management
53:15 – Commodities & Metals: Investment Opportunities and Risks
55:10 – Gold vs Silver: Which Deserves a Place in Your Portfolio?
59:50 – India's 12-Month Market Outlook & Long-Term Return Expectations
## ABOUT THE SPEAKER
**Samir Arora | Founder & Fund Manager, Helios Capital**
One of India's most respected investment professionals, Samir brings over three decades of experience and a distinctive perspective on investing, portfolio management and wealth creation.
## ABOUT THE HOST
**Kamal Manocha | Founder & CEO, PMS AIF WORLD**
PMS AIF WORLD is an alternatives-focused wealth platform working with HNIs, NRIs and family offices to identify high-conviction investment opportunities across PMS, AIFs and other investment strategies.
Our investment philosophy is anchored in QRC – Quality, Risk & Consistency.
🌐 Website: https://www.pmsaifworld.com/
📺 Subscribe to PMS AIF WORLD for insightful conversations with India's leading fund managers and investment professionals.
**ALPHA IS RARE. THIS MARKET MOMENT MIGHT NOT BE.**
DISCLAIMER: The views expressed by the speaker are personal and for educational and informational purposes only. They should not be construed as investment advice or recommendations to buy or sell any securities or investment products. Investors should consult their financial advisors and undertake independent due diligence before making investment decisions.
#SamirArora #HeliosCapital #InvestmentOutlook2027 #IndianStockMarket #PMSAIFWORLD #WealthCreation #PMS #AIF #InvestmentStrategy Receive SMS online on sms24.me
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