Global Markets Better In Comparison With India; Continue To Be Negative On Pharma

On telecom space he's bad as well, including that he's going to look to short PSU banks going ahead.

Equity benchmarks have been again on the bullish monitor in the past few sessions, largely after Moody’s upgraded India’s sovereign rating.

Whether  this momentum will proceed and will there be higher highs prior to the year-end? Samir Arora of Helios Capital is bullish in the marketplace. Having mentioned that, India is still a catching up story and will follow persistently as world setup is in a greater shape.

Speaking on sectors, Arora said that he's bad on the pharma house. A identical stance applies to telecom area, he mentioned, including that he's going to appear to quick PSU banks going forward.

Among NBFCs, he highlighted how he never had high weightage on this area. Meanwhile, in case of consumption themes he recommends towards buying world plays and center of attention on domestic stories.

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