Sameer Arora's Stock Market Strategy: Avoid Bottom 150, Don't Chase Top 10

• Helios Capital founder Sameer Arora advocates an 'Elimination Strategy' in investing, focusing on avoiding failing companies.
• He advises investors to stay away from the weakest 150 companies in the market to significantly reduce risk and ensure stable long-term earnings.
• Arora notes India's stock market has been sluggish but emphasizes that India's consistent 13-15% annual earnings growth is a strong foundation.
• Foreign investors' selling was due to global uncertainties, not just high prices; they are still investing in new tech IPOs, indicating a shift in approach.
• He suggests caution in the IT and Auto sectors due to AI and EV transitions, and recommends gold as a safe haven during uncertain times.