Samir Arora's Sectoral Bets
  • Saba Ashraf
  • May 20 2013

Markets are neither very expensive nor cheap, said Samir Arora, Fund Manager, Helios Capital. However, valuations are not driving markets right now. He said he has always been overweight on financials and held private sector banks and NBFCs. He reduced shorts on financials over the last month, but does not plan to own any PSU banks.