Samir Arora Bets Big On L&T
  • WebDesk BTVI
  • May 28 2019

Samir Arora, Fund Manager, Helios Capital, expects continuation of previous policies for banks, infra, tax compliance, thinks digitalisation push could be revamped since the first attempt was lacklustre, says buying into infra input companies can be a theme, bets on L&T in the infra space, remains bullish on private banks as scope has widened to corp banks, feels earnings potential of PSU banks like SBI are high, says uncertainty about government priorities make it hard to invest in midcaps.