Consumption To Remain Tepid | Samir Arora, Helios Capital | The Market

Investors worried about impact of rising cases in India. Flows in India to do well only after vaccination picks up. Seeing rise in shipping costs. Will look at earnings in near term only if there is a shocker. Select IT/e-comm cos going public due to high valuation. Will avoid buying metals for the long term. Private banks hold value but have never delivered. See infra projects getting delayed, will avoid infra sector. Markets stronger than expected particularly in May. Markets being driven by retail investors. Most firms coming to market coming at higher valuations. Watch Samir Arora, Founder & Fund Manager, Helios Capital on The Market! Subscribe To ET Now For Latest Updates On Stocks, Business, Trading | ► https://goo.gl/SEjvK3 Subscribe Now To Our Network Channels :- Times Now : http://goo.gl/U9ibPb The NewsHour Debate : http://goo.gl/LfNgFF To Stay Updated Download the Times Now App :- Android Google Play : https://goo.gl/zJhWjC Apple App Store : https://goo.gl/d7QBQZ Social Media Links :- Twitter - http://goo.gl/hA0vDt Facebook - http://goo.gl/5Lr4mC G+ - http://goo.gl/hYxrmj Website - www.etnownews.com

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