The other day, Helios CEO and Fund Manager Samir Arora tweeted this cryptic post: “Adapting the dialogue from the movie Speed: ‘There’s a bomb on a bus. Once the bus goes 50 miles an hour, the bomb is armed. If it drops below 50, it blows up. What do you do? What do you do?’ Market to FIIs: ‘If you sell more HDFC Bank shares, the FII ownership falls, MSCI doubles the weight of the bank in the indices, forcing many FIIs/ETFs/index funds and funds following the benchmark to buy. If you don’t sell, ..
