With just eight days to go for Budget 2023, Samir Arora of Helios Capital joins Udayan Mukherjee at the BT Market Today Summit 2023 in Mumbai. The two discuss everything from stock markets to the investment climate to expectations from the union budget. Samir Arora, one of the tallest investment gurus, goes bullish on banks, consumption, and tech. He also feels that Paytm and Zomato will turn around and are good investment bets.