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Day: December 24, 2024

Blog
Will there be a global recession in 2025?

The US economy remains resilient. Goldman Sachs recently lowered the probability of a US recession in the next 12 months to 15%, down from an earlier forecast of 20%, citing a resilient job market.

Blog
Helios Capital’s Samir Arora bets on these sectors in 2025

Samir Arora, Founder and Fund Manager of Helios Capital, stated that he would avoid investing in electronics manufacturing services (EMS) companies. He explained that while Indian EMS firms trade at higher valuations compared to their global counterparts, these elevated levels are not reasonable or sustainable.