Samir Arora, the founder of Helios Capital, offers his insights on the forthcoming budget, valuations within the Indian market, and trends in the paint stocks segment.
The biggest concern for the market currently is emerging from the very high inflation in US economy which is forcing US to significantly hike rates, says Samir Arora, founder of Singapore-based fund Helios Capital. He expects FPI selling to abate in the coming 3-6 months.