We have more than 40% of our long portfolio in financials and if we looked at our net, it might be 80%. Iindividually these stocks look good but I do not think that the weight is a good way of analysing, says Samir Arora, Founder & Fund Manager, Helios Capital, in an interview with ETNOW.
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We have more than 40% of our long portfolio in financials and if we looked at our net, it might be 80%. Iindividually these stocks look good but I do not think that the weight is a good way of analysing, says Samir Arora, Founder & Fund Manager, Helios Capital, in an interview with ETNOW.
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If the US dollar depreciates a little because of they have one interest hike instead of two and the Indian rupee strengthens by 1% or 2%, it makes for a big cycle and logical difference to foreign investors, Samir Arora, Founder and fund manager, Helios Capital, tells ET Now.
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