Samir Arora: Financials Remain Strong, IT Sector’s Bad News Is Over

Samir Arora, Founder of Helios Capital, shares his insights on the top three investment themes in India: IT, Finance, and Consumer. He emphasizes the resilience of these sectors, which consistently dominate portfolios. According to Arora, financials remain a key area of interest, with a strong focus on banks, market intermediaries, and exchanges. He mentions that investors can consider stocks like HDFC Bank, Kotak Bank, and Bajaj Finance, noting that the performance of these big financial players is improving.Arora also reflects on the IT sector, explaining that despite a challenging period starting in 2022 when he cut his IT holdings to zero, he recently re-entered the sector around the time of the budget and elections. His stance on IT is optimistic, as he believes that the worst of the bad news is over, and moving forward, the sector is likely to offer positive updates.