Post Covid Challenges & Opportunities in Indian Equity Markets
Updated: Sep 7, 2020
The Rotaract Club of Mumbai Nariman Point in association with Rotary Club of Bombay Pier and Rotary Club of Mumbai Nariman Point organized a talk on “Post Covid Challenges & Opportunities in the Indian Equity Markets”.
The talk was hosted by Mr. Rajesh Baheti, Managing Director of Crosseas Capital (a leading stock brokerage specializing in providing ideal low cost trading platforms for high volume day traders). The panelists for the talk were Mr. Gautam Trivedi, Co-founder and Managing Partner of Nepean Capital (a Private Equity fund primarily investing in Public Companies) and Mr. Samir Arora, Founder and Fund Manager of Helios Capital (a boutique financial advisory and long/short investment firm based in Singapore).
During the talk, Mr. Arora and Mr. Trivedi expressed their views on the current equity markets scenario during the Covid-19 pandemic and also explained their rationale behind the market movements. Mr. Arora outlined his top 7 criteria for picking stocks, out of which qualitative aspects like firm management and company history belonged at the core of his principles. His investment philosophy is rather unique because he firmly believes in the basic principles of elimination and picks stocks for his company portfolio by eliminating companies which have slightly negative aspects attached to it. Financial factors like company valuation and multiples lie towards the end of his criteria spectrum. Mr. Arora also stressed on the importance of having a long/short portfolio to minimize his downside. Mr. Trivedi spoke about his time at Goldman Sachs where he was Managing Director from 2007-2011. He spoke about the private equity industry and the opportunities available in it.
This webinar was organized on 23rd August, 2020 and was a great experience for 70+ attendees who learnt to pick stocks wisely and make sound investment decisions to maximize returns.