Stocks To Watch

Why Samir Arora of Helios Capital is betting on travel and PSU stocks

Published By Livemint | 15 Apr, 2024

Reason for Bullish Stance

The Helios Capital founder says he has high hopes of the Union Budget that will be presented after the elections.

Asset mix

His equity portfolio comprises 40% of Indian stocks and 45% of global equities.

PSU play

The new value ideas favoured the inclusion of HPCL and BPCL to the fund’s portfolio.

Indian markets

PSU divestments way to transformation

Global play

Samir Arora is avoiding new investments in US stocks

Stocks that did well

Stock of AI chipmaker Nvidia delivered 210%

Gold

Arora holds part of his gold investments in the form of physical gold and the rest in gold ounce currency