We had a great time at the Traders' Carnival in Bangkok and like always, the conference comes with a brilliant set of learning experiences. Over the next few days (and weeks) we will summarize and expand on a lot of concepts, conversations and trading ideas we found at the event. Today, we discuss a few points raised by Samir Arora. Samir is the principal fund manager at Helios Capital Management Pte Limited that has over $165 million in assets, largely deployed in India . . .