Samir Arora, the founder and fund manager of Helios Capital, expects the Bharatiya Janata Party (BJP)-led National Democratic Alliance (NDA) to secure a comfortable majority, and present a market-friendly budget focused on economic reforms in its next term. “So, we continue to be bullish,” he said in an interview. However, in the event of any … Read more
A bulk of Arora’s own equity investments have been made through Helios’ funds. On the consumption side, he has turned cautious on traditional consumption themes such as consumer durables and consumer staple. Instead, he has now built up positions on a consumption sub-theme – travel. “Indian consumers want to spend more on experiences. We have … Read more
Google parent Alphabet’s CEO Sundar Pichai is likely to be fired or will resign soon amid the Gemini debacle — as he should, believes Helios Capital founder Samir Arora. Replying to a user on social media site X (formerly Twitter), who asked for Arora’s opinion on the controversies surrounding Google worldwide released AI chatbot Gemini, … Read more